Estate Planning

As you make your estate plan, you carefully consider what assets you want to leave to your adult children. You may have family heirlooms or items with sentimental value that you want to divide deliberately to avoid conflicts. You may also need to determine how to...

People who are creating an estate plan have various options they can use to ensure their assets are passed to their intended beneficiaries. One of these is trusts, which are set up as either revocable or irrevocable.  A revocable trust is one that the creator can...

If you’re a young single adult living on your own for the first time, you’re probably finding out that adulting is hard. You have to pay rent and utilities, do your own grocery shopping and schedule your own dental appointments. You should also add estate planning to...

When creating a will, one of the most important decisions you’ll make is who should act as your executor. This is the person who will manage your estate and handle everything after you pass away.  Naturally, you want to appoint someone you deeply trust, such as a...

When siblings make disagreements known during the administration of an estate, even simple tasks associated with the management of that estate can become complicated. In these scenarios, a personal representative or executor must follow legal procedures while managing...

When you’re raising more than one child with special needs, you may often worry about their future security. An estate plan equipped with powerful documents like trusts can help, but there are many considerations. The goal for most families is to preserve access to...

It is true that most people don’t have an estate plan. But that doesn’t mean they don’t want one or that they are never going to make one. In many cases, they’re just procrastinating and putting it off for later. There’s an obvious risk here: Someone could pass away...

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...