Have Questions? Schedule a Complimentary Call. Click HERE August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, a...
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What Your Last Will & Testament Will (And Will Not) Do—Part 1
Have Questions? Schedule a Complimentary Call. Click HERE August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, a...
3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education – Part 2
Have Questions? Schedule a Complimentary Call. Click HERE If you have started to save for your child or grandchild's college education, it's worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529...
3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1
Have Questions? Schedule a Complimentary Call. Click HERE If you have started to save for your child or grandchild's college education, it's worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here's what we think you should consider as you decide:...
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Have Questions? Schedule a Complimentary Call. Click HERE Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing th...
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
Have Questions? Schedule a Complimentary Call. Click HERE With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring...
What You Need to Know About Collecting Life Insurance Proceeds
Have Questions? Schedule a Complimentary Call. Click HERE If you're looking to collect life insurance proceeds as the policy's beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one's death, it can feel as if your entire world is falling...
Estate Planning FAQs For LGBTQ+ Couples
Have Questions? Schedule a Complimentary Call. Click HERE As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe v. Wade, ending the recognition of a constitutional right to abortion, ...
3 Reasons Why Single Folks With No Children Need An Estate Plan
Have Questions? Schedule a Complimentary Call. Click HERE These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic have pushed many young people into a ...
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
Have Questions? Schedule a Complimentary Call. Click HERE If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it's a big honor—this means they consider you among the most honest, reliable, and responsible people they know....
How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
Have Questions? Schedule a Complimentary Call. Click HERE When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren't the items that have the most meaning for the loved ones ...
Don’t Let Your Kids Leave Home Without Signing These 3 Documents
Have Questions? Schedule a Complimentary Call. Click HERE As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life goals. This can be an exciting and emotional time, and with so much going on, estate planni...
Key Milestones For Planning Your Retirement
Have Questions? Schedule a Complimentary Call. Click HERE The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to your income, family situatio...
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
Have Questions? Schedule a Complimentary Call. Click HERE Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it's too late. Sadly, this unwilling...
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
Have Questions? Schedule a Complimentary Call. Click HERE Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it's too late. Sadly, this unwilling...
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
Have Questions? Schedule a Complimentary Call. Click HERE When you think about loved ones who've passed away, you probably don't think very much—or even at all—about the “things” they've left you. And when they do leave something behind, what you likely cherish most about the object are the memo...
3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Have Questions? Schedule a Complimentary Call. Click HERE Whether it's to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it's actually a huge mistake...
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
Have Questions? Schedule a Complimentary Call. Click HERE If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and short-term guardians for your kids. Guardians are the people legally nam...
Does Your Family Need Umbrella Insurance?
Have Questions? Schedule a Complimentary Call. Click HERE In today's highly litigious society you are at near-constant risk for costly lawsuits—even if you've done nothing wrong. This is especially true if you have substantial wealth, but even those with relatively few assets can find themselves...
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
Have Questions? Schedule a Complimentary Call. Click HERE As a parent, you're likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life's work. But without taking the proper precautions, the wealth you pass on is at serious risk...
7 Last-Minute Moves To Save On Your Taxes For 2021
Have Questions? Schedule a Complimentary Call. Click HERE Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill right up until the filing deadline, which has been pushed back to Monday April ...
Probate: What It Is & How To Avoid It—Part 2
Have Questions? Schedule a Complimentary Call. Click HERE Unless you've created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court pro...
Probate: What It Is & How To Avoid It—Part 1
Have Questions? Schedule a Complimentary Call. Click HERE Unless you've created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time...
Protect Your Home, Family, & Assets From The Growing Threat Of Natural Disasters
Have Questions? Schedule a Complimentary Call. Click HERE Over just the last two years, we've seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and wildfires in California to hurricanes in Louisiana and tornados in the Midwest, few regions of the coun...
What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®
Have Questions? Schedule a Complimentary Call. Click HERE Whether you've met with an estate planning lawyer before or it's your first time, it's important to understand how working with us, your Personal Family Lawyer® is different from meeting with a traditional lawyer. Here we will explain wha...