Digital Estate Planning

Posted on July 15, 2024

When it comes to estate planning, many people focus on their financial and physical assets – investments, homes, cars, etc. In the 21st century, another area that needs your attention to formulate an all-inclusive estate plan is your digital assets. Digital assets include anything that you own online, such as your email accounts, social media […]

Common Estate Planning Mistakes

Posted on June 10, 2024

Estate planning is an essential step to ensure that your assets are distributed according to your final wishes. If an Estate plan is not properly established and updated, your Estate may have to pay high taxes unnecessarily and your beneficiaries may not receive the assets that you intended for them. To minimize the risk of […]

Do I Need a Probate Litigation Attorney?

Posted on May 7, 2024

A probate litigation attorney is different from a probate attorney. A probate attorney works with a decedent’s personal representative to help the family manage the process of legally distributing the assets of a deceased loved one according to their Will. If the decedent had no Will or Estate Plan, the probate attorney will work with […]

My Child Has Special Needs. How Does This Impact My Estate Planning?

Posted on April 9, 2024

Supporting a child with special needs can create a financial predicament for a family. Unlike the costs of raising a typical child, the expenses for a child with special needs don’t end at 18; they can continue for the rest of the child’s life. Many families rely on Social Security or Medicaid to cover some […]

Estate Planning If You Have an Estranged Child

Posted on March 11, 2024

When your children are young, you envision continuing to be a part of their life as they grow up – spending holidays together, visiting one another, and cultivating special relationships with their children (your grandchildren). The reality is not always that idyllic. Whether due to disagreements, substance abuse, a controlling spouse, or many other potential […]

What Happens if a Will is Invalidated?

Posted on February 9, 2024

After a loved one dies, their Personal Representative submits a copy of the Decedent’s Will to the county Probate Court. After this happens, the Decedent’s spouse, children, or beneficiaries have three months to contest the Will if they believe either the whole Will or parts of it are invalid. While proving a Will invalid is […]

My Parent is Incapacitated. Can I Get Power of Attorney for Their Medical Care?

Posted on January 10, 2024

Your parents raised you and took care of you when you needed them. Now, the tables have turned; they need you to care for them. This role reversal is difficult for everyone involved. In a perfect world, your parents would have created a Designation of Healthcare Surrogate and Advance Directive to plan for this situation, […]

I Was Named a Personal Representative in a Will. What Does This Mean?

Posted on December 11, 2023

Acting as Personal Representative of a decedent’s (person who has passed away) Estate involves a significant time commitment, attention to detail, and, in some cases, handling conflicts between Heirs and Beneficiaries. There are two ways to be named as a Personal Representative: you could be named in a Last Will and Testament for someone (usually […]

Estate Plan Considerations When a Loved One Has an Addiction

Posted on November 21, 2023

When our children are born, we all have hopes and dreams for their future, Will they become a doctor? A teacher? A famous musician? Unfortunately, this is not always the case. Many people struggle with different forms of addictions. Having a child addicted to drugs is no parent’s desire, but sadly – it happens. We […]

How to Choose the Right Trustees for Your Trust

Posted on October 10, 2023

Firstly, congratulations on creating an estate plan – it’s a task that many people delay or avoid. Moving your assets into a Revocable Trust is one of the most efficient and effective ways to maintain control of your assets during your lifetime, while privately and seamlessly transitioning them to your beneficiaries after you’re gone. When […]

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