Estate Planning Blog

Protecting Childrens Inheritance

How to Keep Your Child's Inheritance Out of Your In-Law's Hands About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child's spouse, it would be best if you faced the possibility that they could become your...

Important Points – Estate Planning

Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Planning Points. You may have executed your last will, trusts, powers of attorney, health care directives, and funeral plans and feel a sense of accomplishment, and you should. However,...

Do You Need a Power of Attorney?

Did you know estate planning attorneys recommend anyone over age 18 have a power of attorney? Without one, even a long-married spouse may be unable to make financial or medical decisions if their spouse becomes incapacitated, according to a recent article "How to Set...

Vacation Homes and Estate Plans

Important Questions to Ask When Investing in a Vacation Property According to the National Association of Home Builders, in 2018, there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes.[1] When it comes to estate...

Dementia & Estate Planning

Proper estate planning is essential for every adult American, but especially for those in the early stages of Alzheimer’s disease and other forms of dementia. Action must be taken sooner rather than later if you want to participate in the planning process itself....

How to Plan in a Time of Uncertainty

One of the main goals of estate planning is to minimize the amount of taxes owed on your death. You can accomplish this through various means, including gifting assets during your lifetime, setting up trusts, and carefully selecting beneficiaries. As the saying goes,...