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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Emergency Contacts and Your Estate PlanJust as it's important to have the right emergency contact for your doctor's office, making sure you have the right healthcare agent is an important step too.
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Why Do Business Owners Need an Estate Plan?Business owners often spend most of their time focused on their business, but that doesn't mean they should be ignoring their personal planning as well.
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How Do I Know If My Estate Plan Done?Once you've got your documents drafted, is your estate plan actually finished? Or is there more to do?
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Probating a Parent's Estate After a Sudden COVID-19 DeathThe sudden death from COVID has forced many children to deal with the probate system for their parent's estate.
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Michael Jackson's Estate - Now With a Smaller Tax BillWhen celebrities and other affluent individuals die, if the estate is large enough, the IRS wants its money...
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Power of Attorney ~ How it Can Help Protect Your Loved Ones Who May Have Dementia...Out of character financial mistakes can be an indication of dementia. A power of attorney or a trust can be a powerful tool to protect your loved ones.
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Remotely Notarized Will Admitted to Probate in New YorkWe've been operating under a variety of emergency orders due to the pandemic and recently, a remotely notarized will was admitted to probate in New York.
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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.