There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include…
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How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are and how you will…
Posted in Estate Plan
How to Fix 5 Common Estate Planning Problems
Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want to think about death…
Posted in Estate Plan
How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure…
Posted in Estate Plan
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will…
Posted in Trusts
How to Pick a Trustee, Executor, and Agent Under a Power of Attorney
While the term fiduciary is a legal term with a rich history, it very generally means someone who is legally obligated to act in another…
Posted in Trusts
If I Don’t Have an Estate, Do I Really Need an Estate Plan?
You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival MOMA to consider yourself the…
Posted in Estate Plan
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of…
Posted in Estate Plan
Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of…
Posted in Wills
Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death.…
Posted in Estate Plan