Legally Speaking
Can I Disinherit My Spouse?
Believe it or not, it isn’t easy to disinherit your spouse. You can’t cut your spouse out of your estate unless they agree in a Prenuptial or Postnuptial Agreement. Even (more…)
Legally Speaking
Legally Speaking
Estate Planning Lessons We Learned from U.S. Presidents
February 19, 2024, is President’s Day. This is a great time to learn some lessons from our forefathers’ estate planning experiences. George Washington: Lessons for a Blended Family Washington, a (more…)
Legally Speaking
Can I Use a Computer or AI to Write My Will?
For many, a New Year’s Resolution may be to finally create your “Estate Plan.” You might be curious about using artificial intelligence “AI” or platforms such as Legal Zoom, Rocket (more…)
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
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…)