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Estate Planning

  1. Don’t Forget To Protect Your Furry Family: Estate Planning For Your Pets

    Tags:
    Estate Planning, Pets

    It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each year for exactly this reason, and a large number of these animals are ultimately euthanized.  …Read More

  2. Everything You Need to Know About Including Digital Assets In Your Estate Plan —Part 2 

    Tags:
    Digital Assets, Estate Planning

    Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly addressed your digital assets …Read More

  3. Everything You Need to Know About Including Digital Assets In Your Estate Plan Part 1

    Tags:
    Digital Assets, Estate Planning

    This week, I uncover everything you need to know including your Digital Assets in your estate plan. Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications…Read More

  4. What You Should Know About Your Website’s Terms Of Use

    Tags:
    Bussines, Estate Planning

    This week on my blog I cover, “What You Should Know About Your Website’s Terms Of Use”. Although it’s the likely most boring part of your website, having a well-thought-out Terms of Use page for your company’s website is a smart move. Your Terms of Use page sets the rules for your company…Read More

  5. High school graduates toss their caps outside in a large group in the setting sun.

    3 Vital Estate Planning Documents for High School Graduates

    Tags:
    documents, Estate Planning, financial power of attorney, graduate, high school, living will, medical power of attorney

    With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest. Graduating high school is a significant accomplishment. However, it com…Read More

  6. A document titled "Living Trust & Estate Planning" lays on a table with a pen, gavel, and a book.

    Avoid these 10 Common Estate Planning Mistakes

    Tags:
    10 common estate planning mistakes, avoid, common mistakes, estate, Estate Planning, financial planning, mistakes

    As a Family Wealth Lawyer, I see many of the same 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 y…Read More

  7. A golden retriever and a cat lay against each other

    How to Create a Pet Trust

    Tags:
    Estate Planning, finances, leaving a legacy, pet trust, Pets

    There is no doubt we are a nation of pet lovers. Unfortunately, the law as it is currently written views pets as property, so providing for your pet in your will won’t work. So how do you protect your favorite fur-person? With a pet trust. To create a pet trust, you should first discuss your wishe…Read More

  8. A piggy bank on top of foreign bills and coins.

    What to Do When You Inherit a Retirement Account

    Tags:
    account, beneficiaries, Estate Planning, inherit, IRA, Retirement

    As a Family Wealth Lawyer, I'm often asked to help people who inherit a retirement account.  The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and recently announced that they will be cracking down on taxpayers who make mistakes with in…Read More

  9. A yellow document that says last will and testament with a pen laying across it.

    What a Will Won’t Do

    Tags:
    assets, Estate Planning, estate taxes, leaving a legacy, long term care, Will

    There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you decrease your estate taxes, bu…Read More

  10. A woman, man, and two children in a blended family.

    Estate Planning for the Blended Family

    Tags:
    Blended Families, children, Estate Planning, nontraditional families, spouses

    Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task, especially when it comes to estate planning. With a majority of Americans not only marrying once, but twice, three or even four times during their lives, it is a challenge that will come to man…Read More

  11. Two gold wedding rings on top of hundred dollar bills.

    How to Protect Your Assets from a Child’s Divorce

    Tags:
    assets, childs, divorce, Estate Planning, protection

    A child’s wedding day is one of the happiest occasions in life for most parents, especially when they approve wholeheartedly of that child’s choice of mate. Sometimes, however, the choice is not always welcomed, and parents become concerned about how to protect assets they plan to leave their ch…Read More

  12. An older man and woman's hand over top of each other on one of their legs.

    How to Protect Elderly Parents from Financial Abuse

    Tags:
    elderly, Estate Planning, financial advice, financial management, financial planning, parents

    How to Protect Elderly Parents From Financial Abuse According to a recent study by the Investor Protection Trust and Investor Protection Institute, the top three ways that the elderly could be financially exploited are: Theft of funds or property by family members Theft of funds or property by careg…Read More

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