In my regularly updated blog, I discuss topics such as why everyone needs an estate plan regardless of income, what happens when someone passes away without a plan in place, what common mistakes people make, and why your plan should be updated regularly. Review these posts to familiarize yourself with the basics of estate planning, then contact me to schedule a complimentary Legal Strategy Session.
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Remember to Add Your Trust to Your Insurance Policy...You've spent all that time and money creating your estate plan with a trust, but don't forget to also add assets in the trust to your insurance policies.
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Redrafting Your Will ~ Taylor Swift Re-Recorded An Entire Album...Redrafting Your Will ~ If Taylor Swift Can Re-Record An Entire Album, You Can Redraft Your Will...
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The Easter Bunny: Not A Good Estate Plan StrategyWhile it's fun for your kids to hunt for Easter eggs, it's not going to be fun years from now when they have to hunt down your estate plan.
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Estate Plans: Fill Out The Bracket You ControlUnlike the unpredictability of the NCAA tournament, you can fill out your estate plan like a bracket to ensure that your top seeds win.
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Conservatorship v. Guardianship: What Are They?Conservatorship and Guardianship can be used at the same time, but often, only one or the other is needed.
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Estate Tax: Is It Time to Worry?With a new administration, there's always the possibility that the estate tax laws can be changed and you may find yourself subject to being taxed...
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HIPAA Authorizations and Your Estate PlanA HIPAA Authorization can be an important part of your estate plan - don't ignore it when you are putting yours together or revising it.
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Unequal Inheritances For Your Children?Unequal inheritances can work, but often times they also can cause a lot of drama for your family.
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Larry King: Another Celebrity With a Handwritten WillLarry King died in January and the news reports are that he used a handwritten will to divide up his estate amongst his children and excluded his wife.
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Estate Planning: What You Can Learn from Tampa Bay's Super Bowl PlanThis year's Super Bowl also provided some lessons for your estate plan as well as your business.
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Charitable Giving During the Pandemic – Finding New and Creative Ways…Charitable giving actually rose in 2020 and more people are finding new and creative ways to help out their favorite charities.
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Personal Finance Lessons from the Pandemic for 2021 and Beyond…There are plenty of personal finance lessons you can learn from 2020. Check out this list of 15 from the WSJ to help your 2021 get on track.