Aug 28, 2023 | Estate Planning, Trust, Wills
Here are the three biggest mistakes we see when reviewing DIY and low-cost estate plans. Leaving Assets Outright to Loved Ones One of the simplest mistakes you can make in estate planning is distributing your assets directly to your beneficiaries upon your death. This...
Aug 21, 2023 | Estate Planning, Trust, Wills
Here are five questions to ensure you don’t end up paying for legal services you don’t need, expect, or want. Once you know exactly what you should be looking for when choosing an estate planning lawyer, you’ll be much better positioned to hire an attorney that will...
Jul 24, 2023 | Children, Estate Planning, Trust
The day your child turns 18, he or she becomes an adult and has the legal rights of an adult. This means that you lose your prior held rights to make medical and financial decisions for your child unless your child executes legal documents giving you those rights...
Jul 17, 2023 | Beneficiaries, Children, Estate Planning, Trust
You may think your kids’ inheritance doesn’t need to be protected and that they aren’t going to get sued. You may be right, but you may also be overlooking one of the most common “lawsuits” that causes inheritances to be lost everyday, and that’s divorce. If you want...
Jul 10, 2023 | Estate Planning, Trust, Wills
01 | The least expensive plan isn’t worth the paper it’s written on once you’ve left the attorney’s office — your life changes, the law changes, and your assets change over time; your plan needs to keep up with those changes. A lawyer can’t afford to...
Jun 26, 2023 | Estate Planning, Trust, Trustee
Serving as a trustee entails a broad array of duties, and you’re both ethically and legally required to execute those duties or face potential liability. Your responsibility as a trustee will vary greatly depending on the size of the estate, the type of...
