A Trust can Protect your Pet
Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
February 2, 2022
Be sure Your Will is Valid
Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).
February 1, 2022
What Assets are in an Estate?
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
January 24, 2022
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 20, 2022
Avoid Password Problems in Estate Planning
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
January 11, 2022
Young Adults should have a Will
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
January 10, 2022
When to have Healthcare conversation with Parents?
Your elderly mother is getting forgetful and confused. What do you do now?
December 23, 2021
Holidays are a good time for a Family Meeting
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
December 22, 2021
Can You Disclaim an Inheritance?
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
December 16, 2021
Cryptocurrency should be Considered in Estate Plans
If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.
December 1, 2021