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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Diego Maradona: A Legend Is Gone, An Inheritance Battle May Loom…Diego Maradona was a soccer legend. Hopefully, he is not about to join the long list of celebrities who died without a will and left behind a will contest.
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Personal Property Memorandums – How Can I Use One?Personal Property Memorandums can be an important part of your estate plan - especially if you have family heirlooms you want to keep in the family.
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Financial Power of Attorney: An Often Overlooked DocumentFinancial power of attorney is often overlooked in your estate plan. While we are worried about healthcare documents, don't forget about your financial one.
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Do I Need A Living Will And A Healthcare Power Of Attorney?Do I need a living will? Is it different than a healthcare power of attorney? These are common questions for your estate plan.
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Talking About Your Will With Your Husband or WifeTalking about your will is an important first step to get your planning in place for your future for your spouse and your children.
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Friday Facts: A Quick Primer on How to Own Your Real EstateReal estate provides a variety of ownership options for you. You should discuss your options with your attorney and financial advisor.
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Election Year Wealth Transfer Strategies – Part 2 (Trusts)Election year brings with it the chance to do some pre-planning for 2021 and possible changes in our government. Today's topics focus on trusts.
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Friday Facts: 13 Estate Planning Terms You Need to KnowEstate planning is filled with terms that can be intimidating and sound confusing, but really aren't. Here's a quick look at 13 terms you should know.
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Wealth Transfer Strategies to Consider in an Election Year – Part 1Wealth transfer strategies in advance of the election may not be the first thing on your mind when you vote, but you shouldn't ignore them either.
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Ric Ocasek: Another Celebrity Estate Hits the Newswire...Unlike many of the other estates of famous individuals who have been in the news, Ric Ocasek had an estate plan, but his wife isn't happy about it.
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Has it Really Been 2 Years Since You Signed Your Will?If it's been 2 years since you signed your will, now is a good time to make changes. Using a codicil, you don't need to re-write everything in your will.
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Planning for College: Do You Have a Healthcare Power of Attorney?Planning for college is crazier than normal. But one thing that is especially important is a healthcare power of attorney before you leave for campus.