Everyone needs an estate planning agent – and not the Hollywood type. An estate planning agent is someone you designate to handle your estate after you’ve gone or who can make decisions for you if you cannot make them for yourself. Here are the kinds of estate planning agents everyone needs: Trustee or Executor – […]
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It is important to conduct an estate planning review whenever something major changes in your life – like a birth, death, or divorce – is key to ensuring your will remains valid and that the people you love are taken care of in the way you intend. Here are some additional steps you can take […]
Read MoreDeciding which people should inherit your assets is a very personal decision. Who has been important in your life, and who you want to leave something to, is a decision that ultimately can be made only by you. Where a lawyer can help is in advising how these assets should be passed to your descendants. […]
Read MoreIn this article, I will explore the question “Will or trust estate planning, which is right for me?” I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for them. A Will-based plan is […]
Read MoreWhile most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental issues that make giving them access to wealth a problem. This is where a trust-based […]
Read MoreWhen your children were small, you no doubt suffered the challenge of keeping peace in the family. We see this same scenario play out time after time among adult siblings when a messy estate causes family rifts. Here are 10 tips to ensure family harmony and help prevent your children from fighting over your estate […]
Read MoreI see many of the 10 common estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save money. Without professional guidance, this can cause more problems for your heirs and end up depleting estate assets by […]
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