Category: Estate Planning

Well, you may have updated your beneficiary designations, established a trust or more, and retitled some property along your estate planning journey. This is great! These are things that will help ensure your legacy passes as seamlessly as possible to your loved ones. While most of us think of those assets...

There are so many reasons to estate plan. Oftentimes, one of the biggest reasons is to be able to help and support our loved ones even after we are gone. It is to help further your goals for them and be there for them, albeit in a different way, after you have passed....

So, you have taken the important step towards estate planning. Congratulations! You have your first meeting with your attorney scheduled and should absolutely be proud of yourself for checking this item off your to-do list. Now that the meeting is scheduled, you are likely wondering, “What next?” Well, next you prepare for your initial...

Have you made the important step to begin establishing an estate plan? If so, congratulations on taking this important step towards protecting your best interests and those of your family members in the face of an otherwise uncertain future. Part of this process will involve selecting individuals to assume roles of responsibility in a...

Planning for the disposition of your assets is a critical part of estate planning. This will include deciding what should be done with everything from your personal property to your digital assets, to everything in between. If you are a homeowner, it should also include planning for your home. This is especially true considering...

Estate planning involves putting critical legal protections in place that help preserve and advance your goals for yourself and those closest to you. It is important to have an estate plan at any age and at any income level. You do not need to be old and you do not need to be rich...

After a person passes away, the assets in their estate will be distributed according to the terms they have set forth in their will. Should a person pass away without a will, they are said to have died “intestate.” Without a will, the estate assets will be distributed according to state intestacy laws. Generally...

At this point in time, most people have digital assets. Our digital lives continue to grow and, with that, so do the digital assets we need to account for in our estate plans. Cryptocurrency, for instance, has not existed for very long, but continues to grow in popularity. More and more people are investing...

You may have been resistant to the idea of a trust. After all, trusts involve some complex ideas and concepts. It can be difficult to wrap your ahead around let along figure out the right trust to establish to help further your goals and protect a future you want for you and your loved...