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Estate Planning Blog

Giving Thanks

I have much to be thankful for – not the least of which is being able to serve the community. As my way of giving back and saying “thank you”, I’m going to not only help you and your family but also help the less fortunate members of our community during this Thanksgiving season. A […]
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2022 Estate Planning Checkup: Is Your Estate Plan Up To Date?

This year, Estate Planning Awareness Week was October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know that […]
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How Do I Use Deceased Spouse’s Life Insurance?

There are many options, but the best use of the money is different for each widow and her unique circumstances.
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When Should I Revise My Will?

Even if you've already drawn up a will, if you're in one of these situations, it's a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.
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Why Do Siblings Fight after Death of a Parent?

There is no legal requirement that anyone give anyone else money or property when they pass.  The law says that as long as you understand what you’re doing, you can give your assets to anyone you feel like giving them to, equal or not.
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What Is Digital Asset Estate Planning?

Many people don’t realize the extent of their electronic and digital lives and the potential problems they’re leaving for others to deal with.
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The Risks of Creating Your Own Estate Plan

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
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Some Key Documents Should Be Considered Before Sending Your Child Off to College

A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
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What Happens If Couple Divorce and Own Business?

No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
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Who Is the Best Person for Executor?

What do these appointments mean to the person(s) named to act? What happens if they fail or decline to act? Can the planning appoint alternative representatives?
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