Planning your estate comprehensively requires careful thought and conversation with your partner. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal. This conversation can be challenging if you and your…
No matter what stage of your estate planning process you are at, a letter of instruction is an integral part of the process. A letter of instruction can help your loved ones manage important information about you. A LOI conveys…
The documents you use for your estate planning should be checked occasionally, especially if there have been big life changes such as births, marriages, divorces, and relocations. Children grow up, marriages dissolve, property gets sold, and residences change. That’s why…
What happens to a beneficiary's inheritance when they die? You may be wondering whether if you leave property to your brother Jim, but he dies before you, would his kids inherit the property in his place? The answer is, only…
An estate plan specifies how your property will be distributed when you die and provides instructions regarding how to care for your dependents. If you have people who you love and care for, then creating a will for your peace…
Family members or friends may ask you to act as their power of attorney. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated, and…
In the event of an accident or illness that prevents you from making medical decisions, an advance health care directive or living will outline how you want medical professionals to act. A living will is crucial for all adults because…
No matter what your orientation is, estate planning is essential to protecting your loved ones. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your desire to permit…
A child with special needs has unique responsibilities when considering their future care. Funding a special needs trust (SNT) with life insurance is one of the most important things you can do to provide additional monies while protecting eligibility for…
Many of our clients ask us this question. The following information can help you determine whether you need a trust and, if so, what type would suit your specific needs. For example, maybe you have a disabled child and you…