Latest Blog Posts

Which life events require an immediate estate plan update?

Posted on: April 27th, 2017
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer, and probate court costs. However, your plan must also name someone who will make medical and financial decisions for you if you cannot make decisions for yourself. You also need to consider how to leave your property and assets while considering your family’s circumstances and needs....

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Posted on: April 13th, 2017
Even with an estate plan, things can always happen that may cause confusion for the estate–or threaten the plan altogether. Below are three examples of worst-case scenarios and ways to demonstrate how a carefully crafted plan can address issues, from the predictable to the total surprise....

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: March 30th, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or, your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone....

Do It Now: Name a Guardian for Your Minor Child(ren)

Posted on: March 16th, 2017
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But, you must. If you don’t, a stranger will determine who raises your children if something happens to you, which means your child’s guardian could be a relative you despise or even a stranger you’ve never met....

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

Posted on: March 2nd, 2017
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make their way into the management and distribution of your assets, along with the estate planning measures you can take to avoid them....

Who Needs an Estate Plan?

Posted on: February 23rd, 2017
If you’re reading this, you need an estate plan. "Why?" you might ask. The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter your age; if you've built up considerable wealth or if you are just entering adulthood, you need a written plan to keep you in control and to protect yourself and your loved ones....
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