[column width=”1/1″ last=”true” title=”” title_type=”double” animation=”none” implicit=”true”] Significant life events can motivate individuals to start their estate planning. Oftentimes, it is when people have children that they start taking the steps to get a will, health care directive and power of attorney. However, having a will is just as important for individuals who do not...
Estate Planning: Plan for Your Pets
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Even though pets are legally classified as property, they oftentimes mean much more – they are companions, friends and family. It is not only important to address assets and beneficiaries in your estate plan, but also to address what will happen to your pets should they outlive you....
Why Should Young People Care About Health Care Directives?
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] It is a common, and unfortunate, belief that Health Care Directives are only necessary for sick, dying, or senior individuals. However, young people arguably have more at stake. Young adults who suffer a serious illness or accident could be kept alive, but in a vegetative or incapacitated state,...
Estate Planning is for ANY Estate!
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] As I discuss estate planning with numerous individuals throughout the day, it never fails that at least one person comments, “Well, I don’t really need to do that…I’m still building my estate!” Somewhere along the line, the misconception that estate planning is only for those with vast wealth...
Estate Planning for Blended Families
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] In this day and age, second marriages are not at all uncommon. Individuals entering into a second marriage are often doing so a little bit older and (hopefully) a little bit wiser. Furthermore, each person oftentimes is entering into a second marriages with their own property and assets. ...
Supplemental Needs Trusts
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Planning for the financial future of a family member or loved one with a disability is an important task that, when done correctly, can provide the support and maintenance needed to ensure that individual lives a full and happy life. One way to provide such support is through...
Charitable Giving in your Estate Plan
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Charitable giving through estate planning is often a win-win estate planning strategy for both charities and donors. Many charitable gifts, while benefiting the charity receiving the gift, also allow for tax benefits to the donor. It also allows the donor to leave a legacy and impactful message as...
Women and Estate Planning
[column width=”4/5″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Estate Planning is an important, and often essential, process for many (if not all) individuals. Women, in particular, should pay attention to this crucial planning step in life. Regardless of marital status or net worth, women have unique concerns and considerations that may impact their estate planning process....
Holographic Wills
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] I spend a lot of my day talking about the importance of estate planning. Not only is it my primary area of practice, but it is something I am genuinely passionate about. When I talk to individuals about their estate planning, nearly every person has very specific ideas...









