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When people think about estate plans, not that it happens often, but if they do, it is mainly about the will. The will gets all the attention (and rightfully so) because without it, well, that's a problem we've discussed before. If you die without a will it's call...

Estate planning isn't just about what happens to your assets after you're gone. However, that is usually the primary driver. This article, from Kiplinger Online by Sandra Block, published on 9/1/24, provides a great overview of giving to your loved ones (or charities)...

I recently overheard an individual complain (or brag, I couldn’t tell which) that their estate plan was more than 75 pages. Wow. That is a sizeable plan, I agree. And it got me thinking about “size” when it comes to estate plans. Sometimes, I think people believe that...

While this post isn't strictly about estate planning, I thought it would be an interesting read. Plus, it reminds us all that estate plans don't necessarily have to include high-value assets like boats, vehicles, real estate, or jewels. Sometimes items listed in an...

We all know people who act as though they are immortal; unlike the rest of us, they have unlimited time to accomplish whatever they want to do. Tomorrow will always be there for them; they have all the time in the world to get to their "to-do" list.  As an estate...

As we go through life, our needs and goals change. From the perspective of an experienced estate planning attorney, I see estate planning in much the same way. A twenty-something will not likely need the same kind of estate plan as a fifty-something.  I thought...

The following article was published on Kiplinger online on August 27, 2024. Written by Patrick M. Simasko, J.D.  If you have heard of living trusts but aren't sure what they are or if one might be right for you, this may help. "Living trusts can help manage your...

Comprehensive estate plans include several legal instruments to protect you, your loved ones, and your hard-earned assets. Your healthcare directives and financial power of attorney, for example, benefit you during your lifetime and your loved ones later. A vital...

While most clients don't think of estate planning as an activity one does FOR and WITH their children, I can make an excellent case for why they should.  When your children are young, of course, you want to do everything you can to protect them, including if something...