Resources
Blogs
Kids Going Away To College? Why You Should Include Estate Planning in the Preparation
You may still be recovering from letting your child go to college. Your feelings were surely a mix of pride, fear, and concern. Your child is no longer living at home and is out on their own, free of your rules but also your positive daily influence and advice. You...
If I Don’t Have an Estate, Do I Really Need an Estate Plan?
You do not have to be "rich" to have an estate or need an estate plan. Whenever people think of an estate, they often think about expensive cars, multiple vacation homes, or other extravagent symbols of wealth. However, those things are not necessary for an estate...
4 Estate Planning Steps You Must Take After Your Spouse Dies
When a beloved spouse dies, taking care of their "estate" is probably the last thing on your mind. Ultimately, when the final affairs are taken care of, you need to talk with an estate planning attorney an not procrastinate. Waiting can create some negative...
Estate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked-and continue to work-to provide for your family. Some people around you may have mentioned that you should get an "estate plan," but you are not sure why you would need to do it right now. You may not feel like you know what it is or how it could...
The Perils of Joint Property
When a couple set up a bank account or buy a home, they often elect to own that property as "joint tenants" or "jointly." Owning property jointly has several appeals, such as automatic inheritance by the surviving spouse after one passes away and the ease of setting...
Do You Really Need a Trust?
When most people hear the phrase, "estate planning," they first think about wills. However, a will is not the only strategy available to you, and a trust may even be a better strategy. There are several advantages that a trust can have over other strategies, such as...
Do You Really Need a Will?
You May Not Think You Need a Will, But You Really Do. Most Americans do not have an estate plan, and many that do have one, do not have a will. You may think that you do not have enough net worth for a will to make sense, you do not need one because you have a trust,...
Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Many people put off getting a will because they think that their spouse and kids will just get everything automatically anyway. These people are thinking of state "intestacy" laws that govern what happens to property when there is no will. These laws vary from state...
Tips for Working with a Lawyer
Get the Most Out of Your Work with Your Lawyer When you work with an estate planning lawyer, whether to create your own estate plan, help with a loved one's estate, you want to do the best you can to get the best value and quality of work possible. Here are some tips...
How You and Your Family Can Benefit from a (Legal) Late Portability Election
"Portability" is a new estate planning concept, having only been created in 2011. Portability can be a large blessing for Americans, but is also complicated because IRS rules regarding portability are always changing. Fortunately, the IRs recently clarified some of...
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