Archive for 'Estate Planning' Category
If you’re in your 20s, you’re likely paying off student loan debt, perhaps trying to save up for a better car or even a home and navigating your first job out of college. Likely, the last thing you’re thinking about is estate planning. However, you should be. Estate planning isn’t just for people who have […]
When you and your attorney are crafting your estate plan, you’re obviously focused on where you want your assets to go after you die — to family members, non-profit organizations and other beneficiaries. You also need to make important decisions about how to help your heirs avoid probate and what executors to choose for various […]
Many people who are old and/or sick rely on non-family caregivers in the later years of their lives. Not surprisingly, they often want to remember these people in their will. However, if other family members weren’t aware of what a special bond their loved one had with a caregiver and weren’t kept up-to-date on the […]
As we grow older, there comes a time when it is wise to consider giving another person the authority to make important legal and financial decisions on our behalf. These individuals may have a variety of duties, depending on the needs of the person they serve, and may go by a number of titles denoting […]
When you begin considering making a will, you may consider a number of different ways to go about it. Some people choose to simply make wills on their own, many of which meet the requirements needed to hold up in court. However, involving an attorney has a number of benefits you may have yet to […]
Recently, we discussed no contest clauses in wills. We noted that when people are found to have a legitimate reason to believe that all or part of a will should be contested, they can challenge it without fear of losing whatever inheritance they were given. If you want to help ensure that your family and […]
Do you wish you could exert more control over the choices your child made in their lives and as they progress through adulthood? If so, you may find that an incentive trust can help ensure that happens. These types of trusts have become increasingly popular among estate planning clients in recent years because of their […]
One of the more common estate planning questions that clients ask about trusts is whether their home can be placed into it. You can continue managing your assets if you place them into a family or living trust. However, there are certain conditions that must be met to do so. If you or your spouse […]
When it comes to your parents’ home, you might think that you have a natural right to live there, even after they pass away or become incapacitated. While this usually does not cause a problem, in some cases, a parent’s home may pass ownership to someone else who does not wish for you to live […]
There’s more to developing an estate plan than preparing all of the necessary documents with your attorney. If you’re leaving a considerable amount of money and/or other assets to your children, it’s important to talk with them about handling the wealth that they will one day inherit. Few people are comfortable with talking about money, let […]


