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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Prenups - Do We Need a Lawyer or Can we Do it Ourselves?When the topic of prenups comes up, clients usually understand that a lawyer is helpful, but a common question is whether a client can do it themself?
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Do I Need a Prenup and a Will? My Spouse Says I Do...Since you are reviwing your assets anyway for a prenup, it is often a good idea to do an estate plan at the same time that complements your prenup.
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An Interesting Twist: Using Your Will to Get Your Car Back?Two friends have used an interesting twist on estate planning to share a classic 1971 MG. Their story highlights how creative you can be with your will.
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Living Apart Together ~ More Couples Are Doing It, But You Need a PlanMore couples are living apart together - they are in a committed long-term relationship but they both can enjoy their personal space and independence.
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Starting The New Decade Off On The Front Foot...Are you getting the new decade off on the front foot? After the holidays wound down, the new decade is roaring in as we start this week...
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How Should I Store My Passwords Securely for My Will?Everyone has their own system for storing their passwords. The problem comes when you are gone and someone else needs to access the passwords for your will.
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Doris Day and her Charity: Estate Planning with a Pet FocusDoris Day set up a charitable foundation that helps animal rescue amidst the California wildfires. The sale of her house will further benefit the charity.
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What is a Trust Amendment? I Need to Make a Small Change to my TrustIf you need to make changes to a trust, you can do a trust amendment or if there are major changes, you can do a trust restatement.
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Another Data Breach Means It's Time to Change Your PasswordLast week, another large data breach was discovered, affecting nearly 773 million email addresses and passwords. With such a large breach, now is a good time to change your password.
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A New Employee Perk: Matching Student Loan Payments to Your 401(K)A new trend in the workplace is employers who are making matching contributions to an employee's 401(K) to their student loan payments.
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Dealing With Debt Before Marriage: A Prenup May HelpDealing with debt before you get married is an important step to take in your relationship. Sometimes, a prenup is just what you need to get started...
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Ademption: The Most Commonly Asked Question About Your WillAdemption is a common term in wills that you may have never heard of before. It occurs when you no longer own identified property at the time of your death.