Legally Speaking
Lottery Dream or Financial Nightmare: How to Make Your Jackpot Last
One of my New Year’s resolutions is to win the Lottery, which I am sure is the goal of many. What do we need to know if we win? Edwin (more…)
Legally Speaking
Legally Speaking
Do I need a Will, a Trust or Both? We Hear This Question Every Day!
A Will If you die without a will it is known as dying intestate. While many believe that their close family members “know what they want”, it doesn’t necessarily go (more…)
Legally Speaking
Estate Planning’s Ghostly Gotcha: When Ownership Haunts Your Final Wishes
You’ve written your will, created a trust, and you’re feeling as secure as a locked crypt. But wait! A phantom hitch might be lurking in the shadows, ready to haunt (more…)
Legally Speaking
How to Secure the Well-being of Our Children
Raising our children continues after the first 18 years! We want to ensure our values are instilled in them for their entire lives. Establishing an estate plan becomes of paramount (more…)
Legally Speaking
August Means Back to School!
August means back to school! Today, instead of math or history, it’s all about planning for the future – estate planning to be exact! Question #1: True or false? Do (more…)
Legally Speaking
Prepare for Unforeseen Life-Altering Vacation Events
July is here along with heat and humidity. It is the perfect time to take a vacation. It is also the perfect time to make sure you have a plan (more…)
Legally Speaking
Estate Planning Checklists For Newlyweds
In honor of any upcoming June weddings, I’d love to share my estate planning checklists for newlyweds. Love is in the air, and so are your estate planning questions! Many (more…)
Legally Speaking
Once Your Child Turns 18 The Rules of Parenting Change
In honor of May’s flowers, Graduations and Mother’s Day, I’d love to share one of my favorite checklists for parents who have a new graduate in the family! The rules (more…)
Legally Speaking
What to Expect at an Estate Plan Consultation
An estate plan consultation is your chance to meet a lawyer to discuss your goals and concerns for your family’s future. During that meeting, you may review your assets and (more…)
Legally Speaking
Review and Update Your Estate Plan Regularly
Imagine this scenario: Wendy spent her life creating a nice asset portfolio. The assets are at a bank (let’s call it “Sun-bust”.) She named her husband as her initial beneficiary (more…)