Many times when thinking of an estate plan, most people think of having a will. A will is great to have, but there may be more benefits to having a trust-based estate plan. A will documents your wishes for the distribution of your assets upon your death. With a trust plan, you have more [...]
Leaving A Legacy You’ve heard the recent news that a billionaire died unexpectedly leaving a very surprising estate plan. Scholastic CEO M. Richard Robinson Jr. died unexpectedly in June 2021 and left behind a plan to leave control of the $1.2 billion company to its Chief Strategy Officer of the company, Iole Lucchese, whom [...]
Not having an estate plan means you do have a plan, a plan that could leave your loved ones potentially with nothing. It’s estimated that 50-60% of Americans don’t have a Will and with over half of the country living without a proper estate plan, that means there’s a lot of relatives and friends [...]
Wedding season is upon us! If you’re reading this you may be a newlywed or on your way down the aisle, and if so- congratulations! Estate planning for newlyweds is the best way to start your marriage out with peace of mind knowing you and your spouse are protected. There’s so much that goes [...]
Estate planning isn’t only for the elderly or wealthy, we can all use estate planning tools for emergencies. We never know when we may find ourselves in an emergency, so how can we be prepared for something that may or may not happen? Whether getting sick unexpectedly, natural disasters, or accidents, emergencies can happen [...]
Estate planning can be daunting to think about in itself that the thought of also finding an attorney to help you through the process may seem entirely overwhelming. Knowing the questions to ask an estate planning attorney as you begin your search will not only help you to feel confident in your decision, but [...]
Let’s face it, we know thinking about what happens after you die isn’t something you necessarily want to think about or talk about. With the “greatest wealth transfer in history” in our midst, it’s important to know what happens to your assets when you die and how you can properly plan for them to [...]
Estate planning can be a daunting process, and these common estate planning myths don’t help to lift the curtain on how important estate planning is and how everyone needs a plan. Many of these estate planning myths leave people thinking they don’t have the means or necessarily need an estate plan at all. We [...]
We are seeing a rise in DIY estate planning services and even hearing about people still using handwritten wills in place of consulting a professional to help with estate planning. With the pandemic bringing to light the importance of having your affairs in order, many people are scrambling to put together an estate plan [...]
Not all adults walk the same path in life and more and more of the growing generations are choosing to not have children and instead committing to a child-free lifestyle. Deciding not to have children may come with a sense that with no heirs to leave your wealth after your death, that you don’t [...]
