Your parent has made the difficult decision to omit your brother or sister from their estate plan. While this decision will undoubtedly land heavily on your sibling, the decision also places you in a complicated position. As the child who was not cut out of the estate plan, you may find yourself in an especially…
Continue reading ›You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting. Before You Meet with Your Attorney Taking the time to sort…
Continue reading ›Creating an estate plan is a huge accomplishment. However, your work is not done when the documents have been signed. You must still ensure that the chosen strategy gives you peace of mind and protects the legacy you have worked so hard to build. An estate plan is not static; it is a living tool…
Continue reading ›Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the sacrifices of those who have served our country. However, we do not always pause to consider the unique experiences and challenges Veterans face when their…
Continue reading ›Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, and expenses for your loved ones as having no plan. Life changes, laws evolve, and even the best intentions can fall short, leaving family members…
Continue reading ›Like other important life tasks, your estate plan deserves your continued time and attention. We recommend that you work with us to review it every three to five years (or more frequently, depending on your circumstances). Think of it as your estate plan’s preventive check-up, and remember: prevention is the best cure. A routine preventive…
Continue reading ›Digital assets are a category of commonly overlooked assets that play a crucial role in your estate plan and the legacy you leave behind at your death. It is all right if you did not consider these items when you first created your will or trust; such a mistake is surprisingly common and, luckily, easy…
Continue reading ›If you are part of the sandwich generation—caring for both your children and your parents at the same time—it is crucial that you know whether or not your parents have an existing estate plan. While the final decisions within their estate plan rest with them, creating a comprehensive estate plan is an absolute necessity, regardless…
Continue reading ›If you have been named the person responsible for settling a deceased loved one’s affairs, commonly called an executor or personal representative (if your loved one had no estate plan or had a will) or a successor trustee (if they had a trust), you may find yourself overwhelmed by grief and a growing list of…
Continue reading ›The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers are expected to pass down an estimated $84 trillion in money and property,[1] around $18–19 trillion of it related to residential real estate.[2] For millions of younger Americans, this means inheriting a parent’s…
Continue reading ›
