Estate Planning

Home » Estate Planning

Your “Blended Family” May End-up in Court Unless You Do This…

By |2020-07-03T01:57:18+00:00July 3rd, 2020|Blog, Estate Planning|

If you have a blended family and do not plan for what happens to your assets in the event death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn-out court battle. So let’s start by clarifying what a blended family is and whether you have one. If you have [...]

Comments Off on Your “Blended Family” May End-up in Court Unless You Do This…

Estate Planning Must-Dos if You’re Getting Divorced—Part 2

By |2020-07-03T02:07:08+00:00May 13th, 2020|Blog, Estate Planning, Estate Planning|

The Estate Planning Updates Your MUST Make In the first part of this series, we discussed a few of the most critical updates you must make to your estate plan if you’re getting divorced. Here, we’ll cover the last three of these must-do planning tasks before you finalize your divorce. Because getting divorced can [...]

Comments Off on Estate Planning Must-Dos if You’re Getting Divorced—Part 2

Must-Dos if You’re Getting Divorced – Part 1

By |2020-07-03T02:06:00+00:00May 8th, 2020|Blog, Estate Planning, Estate Planning|

The Importance of Updating Your Will When Divorce is Imminent Divorce can be traumatic for the whole family. Even if the process is amicable, it involves many tough decisions, legal hassles, and painful emotions that can drag out over several months, or even years. That said, while you probably don’t [...]

Comments Off on Must-Dos if You’re Getting Divorced – Part 1

Help Your Parents Celebrate Life by Finding an Estate Planning Attorney

By |2020-06-17T19:23:22+00:00May 6th, 2020|Blog, Estate Planning|

  How an Estate Planning Attorney Brings Your Parents' Legacy Full Circle In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life [...]

Comments Off on Help Your Parents Celebrate Life by Finding an Estate Planning Attorney

The Will Planning Topic You NEED to Discuss: How Much to Share With Your Kids

By |2020-06-17T18:52:44+00:00March 13th, 2020|Blog, Estate Planning|

Talking to Your Parents and Kids About Money In many families, money still is not an accepted or typical dinner table discussion. Surprisingly, this is especially true when it comes to affluent parents. We hope to change the conversation, because one of the most important things you can do is talk to your kids (and [...]

Comments Off on The Will Planning Topic You NEED to Discuss: How Much to Share With Your Kids

What Happens to Your Pets When You Die?

By |2020-06-17T18:52:44+00:00March 10th, 2020|Estate Planning|

Ensure Care for Your Animals With a Pet Trust If you have pets, my guess is that you love them as much as you do your children. However, I’m also guessing that you have not provided any written or, better yet, legally documented instructions about what should happen to them if you become incapacitated or [...]

Comments Off on What Happens to Your Pets When You Die?

Kobe Bryant’s Family Will Get Trusted Support When It Needs It – What About Your Family?

By |2020-06-17T18:52:44+00:00February 10th, 2020|Blog, Estate Planning|

Will Your Family Receive the Trusted Estate Planning Help it Needs? Since Kobe’s wife, Vanessa, survives him (and it’s been widely reported that they married without a prenuptial agreement), it is most likely that she will inherit everything. And due to the “spousal exemption,” those assets will pass [...]

Comments Off on Kobe Bryant’s Family Will Get Trusted Support When It Needs It – What About Your Family?

Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages

By |2020-06-17T18:52:43+00:00February 4th, 2020|Blog, Estate Planning|

Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages. You have likely already heard that on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash in Los Angeles, California. Also killed in the tragic accident was his 13-year-old daughter, Gianna, and seven other passengers, who were [...]

Comments Off on Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages

WHERE TO KEEP YOUR IMPORTANT DOCUMENTS?

By |2018-06-19T05:26:20+00:00June 19th, 2018|Estate Planning, Small Business, Tips|

Our clients often ask us where to keep their important documents, such as estate planning documents (wills, trusts, and powers of appointment), insurance policies, contracts, and other important financial documents.  The answer to this question often depends on how quickly you need to gain access to such documents.  For instance, without the requisite power [...]

When was the last time you talked to your parents about their estate planning needs?

By |2020-06-17T18:56:13+00:00November 20th, 2017|Estate Planning, Small Business, Uncategorized|

The holidays are quickly approaching and many of you will have a chance to see your parents and, for some of you, your grandparents.  This would be an excellent opportunity to discuss your parents’ future and estate planning needs among the loved ones.  Yet, discussing the retirement plans and estate planning needs with your [...]

Go to Top