Trust Funding: Is Everything Titled Correctly?
Trust Funding: Is Everything Titled Correctly?
Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document…
Important Questions Your Estate Planning Attorney Will Ask You
For many people, the thought of meeting with an estate planning attorney strikes fear into their hearts. It can be uncomfortable to…
Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad…
5 Tips for Successfully Receiving an Inheritance
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions…
Estate Planning Considerations for Benefits Open Enrollment
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and…
Should your child’s guardian and trustee be the same person?
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the…
Big “Life Changes” Often Mean Big “Estate Plan Changes”
Many people who put together an estate plan do so when they start a family – assuming they put an estate plan…
Executor’s Duties
Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court,…
Your Fall “Legal Affairs” Checklist
With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets…
Advance Health Care Directives – everyone needs one
March 31, 2014 marked the ninth anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding tube was…