The Biggest Estate Planning Challenge You Will Face is Your Family!
When the topic of estate planning comes up, talk about taxes is soon to follow. That train is rarely late. Taxes are important, but they aren’t what keeps planners up at night in 2018.
Continue readingDo You Know What Digital Assets You Have?
It is important to include your digital assets in your estate plan. However, you need to know what they are.
Continue readingEstate Planning is More than Assets…it’s About Your Life
If you think that you do not need an estate plan because you do not have very many assets, then you do not understand that estate planning is not just about your property.
Continue readingReasons Why Receiving an Inheritance Might be Trickier Than You Think
It has been estimated that more than $41 trillion will be transferred to heirs in the United States over the next 50 years. This is the largest transfer of wealth in U.S. history. Are you entitled to some of this pot of money? If you are, there are some things you should be aware of […]
Continue readingAre States Doing Enough To Prevent “Elder Fraud?” Most Think They Aren’t
Financial crimes against the elderly are an increasing problem in the U.S. However, most states are not doing enough to fight it.
Continue readingExpect the Unexpected and Planning is the Cure for the Unexpected
Charlotte Fox was one of the most adventurous women I have heard about. She was a serious mountain climber…acclaimed for reaching the summit of many of the world’s tallest mountains. She was the first American woman to climb three peaks above 8,000 meters, including Mount Everest in 1996. That climb will forever live in infamy […]
Continue readingHave the “tough conversations” with your Family Members
It is very important that elderly people talk to their younger family members about what their needs are and what they might be in the future. Too many people are not having those conversations.
Continue reading“Guardianships” Can Be Tragic If Established “After The Fact”
One of the most gut wrenching parts of being an estate planning attorney is when someone doesn’t have a plan in place for “guardianship” of their children. It is the one area that is heartbreaking when I see it happen. When it isn’t dealt with before the fact, the “after the fact” situation can be […]
Continue readingDigital Assets…Locked Today, Open Tomorrow
You need to make sure that no one else can access your digital accounts now. However, you also need to plan, so that someone else can have access to them, after you pass away.
Continue readingHow does “effective” Estate Planning really work?
There seems to be a lot of confusion about not just how Estate Planning works but why it works so well…when created the right way. Let me try to clear up some of the confusion for you with a live story about a couple that might have some similar issues to your own situation. It […]
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