Estate Planning

Creating your estate plan is something that you should do without delay, but this isn’t a situation that is one and done. Instead, you have to plan to review and update your estate plan on a regular basis.  There are also certain life events that require you to take a...

Choosing a caregiver to manage a special needs trust might seem like the natural choice. After all, they are already deeply involved in your loved one’s daily life. They know their routines, needs and personality better than almost anyone else.  However, while this...

People drafting wills often try to address their dependents. For many, providing proper support for minor children is a top priority. For others, the most important consideration might be what happens with their pets. It is a natural instinct to want to address a...

Creating an estate plan is one of the critical duties that every adult should do, but that many don’t really think about. There are several decisions that you have to make when you’re doing this. One of those is who you will name as your personal representative.  The...

Estate planning is important for everyone, but it can be an especially urgent task for single parents.  Why? Without a second legal guardian designation in place, single parents cannot effectively “guarantee” (to the extent that anything can be guaranteed) that their...

As artificial intelligence (AI) continues to evolve, many people are turning to online platforms and AI tools to draft legal documents, including estate plans. While using AI to create a will or trust might seem like a fast and cost-effective approach, doing so is...

Wills help establish an individual’s legacy. A testator provides instructions about who may manage their estate and who might inherit from it. The terms included in a will tend to be deeply personal, but they can also have a lasting legal and financial impact on other...

When you’re thinking about a possible future for your child where you’re not around to provide the love, guidance and financial support they might need – setting up a trust naturally comes to mind.  But, how can you best set up a trust for your progeny that will...

If you’re like a lot of parents whose adult children will be inheriting considerable assets when you pass away, you probably have emphasized the importance of getting a prenuptial agreement before they tie the knot to help protect those assets should their marriage...

It is not always a legal issue if someone has an influence over another person’s estate plan. For instance, an elderly parent may intentionally discuss the estate plan with their beneficiaries, looking to get feedback so that they can create a plan that works well for...