As one year winds to a close and another begins, now is the perfect time to review your estate plan and ensure everything is in order. This is especially true if it has been a few years since you and your estate planning attorney sat down to craft your Will, Trust, Power of Attorney, and…
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It is a typical Wednesday morning, and as you sit down with your cup of coffee and open your laptop, the first email you notice near the top of your inbox is an invoice from your divorce attorney. You were expecting a bill, so the fact that you have an amount due is far from…
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You have contacted an attorney for help with a complex legal matter—maybe a business dispute, a high-net-worth divorce, or a probate issue. But as the conversation turns to billing, you are caught off guard when they mention they charge by the hour. Sure, you are no expert in how lawyers bill, but you would assume…
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You suddenly find yourself in the middle of a complex legal matter. Naturally, the first step is to hire an attorney, especially someone skilled, knowledgeable, and experienced in the legal area you need help with—whether that is family law, business law, personal injury, or another practice area. But you cannot help but wonder how they…
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Selecting the right executor for your Will is one of the most important decisions you will make in the estate planning process. After all, the executor ensures your wishes are carried out and your estate is handled correctly after you pass. This decision should never be taken lightly, but it is a decision you can…
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Having estate planning conversations with your loved ones can be intimidating. In fact, many well-intentioned, family-oriented people like you become so overwhelmed that they keep putting the conversation off until another day. We get it; no one wants to think about the day they are no longer around. That said, these conversations are crucial to…
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Estate planning is essential for protecting your family’s inheritance and legacy. That said, creating a plan that works for your unique goals can often be riddled with potential pitfalls if you and your estate planning attorney are not careful. What are these common mistakes, and how does avoiding them provide additional security for you and…
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When you crafted your new estate plan five years ago, you and your estate planning attorney were comprehensive in your approach and accounted for everyone and everything that matters most to you. That said, life is fluid, and things in your life are constantly changing. Some may be small, but most are significant, unplanned, and,…
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When you want to pass your assets and other belongings onto someone else after you die, you choose a beneficiary. Most people automatically list their spouse, children, or sibling, while others might include a charity or nonprofit. This is an essential piece of estate planning, and congratulations if you already made those selections. But please…
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Your attorney just finished drafting your last will and testament and living trust. Congratulations! You officially have a plan in place to protect your assets and loved ones in the event you pass away or can no longer make decisions for yourself. However, we advise clients to consider using various additional estate planning solutions, including…
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