Steps to Avoid Inheritance Issues in Second Marriages
Blended families face unique estate planning risks—without clear documents and careful planning, inheritance conflicts between spouses and children are almost inevitable.
May 13, 2025
Post-Nuptial Agreement can help Couples avoid Conflicts
Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
February 19, 2025
How to Leave an Inheritance to Your Child but Not Their Spouse
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
October 21, 2024
Important Steps to take After the Passing of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
October 9, 2024
Women should Plan for a Second Retirement
Women typically live longer than men, so they should prepare for a ‘second retirement,’ often with different needs and associated costs.
September 23, 2024
Addressing your Estate Planning during Divorce is Critical
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
July 31, 2024
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Estate Planning for Veterans and Active Military Is Important
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
May 7, 2024
Understanding Marital Trusts in Your Estate Plan
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
March 12, 2024
Divorce Impacts your Estate Plan
Divorce significantly affects your estate plan. Therefore, it’s crucial to take timely action to revise it. If you’re going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
February 26, 2024