A health care directive should be part of everyone’s estate plan. Even if you’re young and healthy and have more student debt than assets, if you’re at least 18, you should have a health care directive and name someone as your health care agent. This agent will have...
Your case matters to you.
It matters to us, too.
Estate Planning
2 important considerations for a business owner’s estate plan
People often decide to create an estate plan because they own valuable property that they want to share with others when they die and/or because they want to provide for those that depend on them. For business owners, both of those motivations will likely influence...
6 questions when making an estate plan
Everyone should have an estate plan. However, many people die without ever giving an estate plan a single thought. This is often because people are left with many unanswered questions about estate planning. If you’re planning on making an estate plan, then you likely...
3 mistakes to avoid with estate planning
Estate planning is very important and, once the plan goes into effect, you have no way to change it. That’s why it’s so important to get it right the first time and avoid making mistakes that are going to compromise the integrity of that plan. Unfortunately, most...
Wills vs. Trusts: What’s the difference?
Every adult should have estate plans in place, but not everybody has to take the same approach. Wills and trusts are two different paths you can use to achieve your goals, but they have vastly different implications for your estate. What’s the difference between a...
How a parent’s estate plan helps protect young children
A surprising number of new parents don't think of estate planning as a crucial step when preparing to welcome a baby to the family. However, the typical family does benefit from having written protections in place for minor children still dependent on their parents....
How do you talk to a parent about estate planning?
You certainly hope that your parent has an estate plan ready and waiting. You don't want to have a string of estate disputes with your siblings and other beneficiaries. You don't want there to be any confusion over what is supposed to happen to the assets. At the same...
4 reasons you don’t want to risk making a DIY will
A will can be as simple as a few sentences handwritten on a piece of paper. It could also involve pages of instructions and integrate other estate planning tools, like a trust. The creation of a will is an important step for your protection and the protection of your...
What happens if you don’t have an estate plan?
Estate planning involves writing out a will and maybe also creating a living will that takes effect if you experience a medical emergency. Those with spouses, children or substantial personal property may need an estate plan for their own protection or to ensure the...
Is it time to update your estate plan?
Having an estate plan is a great way to ensure that you are looking after your future. Guardianships, health care directives, wills and trusts, and appointing a Power of Attorney (POA) all offer ways to ensure that you are protecting your best wishes. While you may be...