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…)
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…)
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…)
Remember The Brady Bunch? The “Blended” family dynamic has become the new normal, but very different than the Brady Bunch Family of 1970’s TV. Today many families are “blended” and (more…)
As a new year arrives, many people will resolve to finally complete an estate plan that they have had on the “back-burner” for ages. But please don’t rush to complete (more…)
Estate planning can be an unsettling process, but it is a blueprint for “peace of mind.” Everyone from Uber drivers to the Uber wealthy should have a plan in place. (more…)
Thanksgiving may be the time to begin a family discussion about favorite family items and wishes for the future. The holidays may be a time for thanks and reflection, but it may also be a time to ask your father to consider leaving you his favorite t-shirt or his service medals to avoid a family rift in the future. (more…)
Recently, we heard about the tragic passing of Anne Heche. I was astounded to read she did not have a will, although the mother of minor children. Earlier this (more…)
You likely know that probate administration is expensive, time-consuming, and public. Yet, there are commonly held misconceptions surrounding this topic which lead many to make uninformed decisions resulting in the (more…)
You may be surprised to learn that 60% of all American adults have no estate plan in place. The distribution of your property, the care and custody of your minor (more…)
Under normal circumstances, parents of school age children would be planning for the upcoming school term. The decisions that would need to be made would traditionally be school supplies, school (more…)
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