25+ Years Of Legal Experience
You have decided to disinherit someone who was previously included in your estate plan. This could be an adult child or another direct descendant. Perhaps you believe they don’t need the money, or you’ve had disagreements over lifestyle choices or similar matters....
When many people think about estate planning, they often envision wills, trusts and complex financial arrangements meant for the elderly or the wealthy. However, one of the most important documents you should have in place -regardless of your age or financial...
Many people die intestate. This means that when they pass away, they do not have a legal will on file. They haven’t left comprehensive instructions for their beneficiaries or chosen an estate executor. While many people intend to write a will eventually, statistics...
Cash is king – or so the saying goes. That’s why a lot of people automatically assume that leaving cold, hard cash to their loved ones in their estate plan will be a blessing. However, it doesn’t always work out that way. Leaving someone a hefty inheritance directly –...
If you become a grandparent, it is a good time to update your existing estate plan. If you don’t have a plan yet, then it’s a good time to draft one. This is a significant life change and needs to be addressed. To begin with, many grandparents simply want to include...
You’ve probably seen those ads by companies that let you create a will and other estate plan documents online. This might sound like a cost-effective idea, especially if you’ve gotten used to doing your income taxes online. People often assume they don’t need...
A relative or friend passed away and left you some money or property. An inheritance can change your life, but it is important to update your estate plan to ensure your new wealth goes where you want it to. When you receive an inheritance, your financial situation...
You may have heard that most people have not written an estate plan. One of the reasons that they often give for this is that they don’t think they have enough assets. They see estate planning as something for the wealthy, perhaps assuming that anyone with a net worth...
Advance directives are legal documents that outline your medical preferences if you become incapacitated and unable to communicate your decisions. They ensure your wishes regarding treatments, life support and other critical healthcare decisions are adhered to, even...
In some cases, it may be necessary to delay when a beneficiary receives their inheritance. If they are under 18, they cannot legally inherit. So if you are including grandchildren in your estate plan, for instance, you may need to make special provisions. But in other...