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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What Are the 6 Steps to Create Your Estate PlanWhile your estate plan is unique, the 6 steps you need to take to create one are simple and can make the entire process smooth and effective.
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The 2024 Federal Estate Tax Exclusion and BeyondThe rollercoaster ride of the Estate Tax Exclusion is one journey worth exploring.
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A 3-Step Plan from David Bowie's Estate PlanWhile most celebrity estates in the news are there because of chaos, David Bowie's estate plan is a shining of example of an estate plan done right.
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How is Estate Planning Like Soccer?You may be surprised that estate planning & soccer have anything in common. With the kickoff of the EPL season, there are commonalities between both.
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What is a Temporary Guardianship Designation?The need for a temporary designation of guardianship will most commonly arise when you are taking a trip and not bringing your children with you.
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The Importance of Powers of Attorney in Estate PlanningIn this blog post, we will explore the importance of powers of attorney in estate planning and why they should not be underestimated.
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How to Leave Money to Your GrandkidsThis week's article from the Wall Street Journal does a good job at looking at the challenges of using retirement accounts to leave a legacy to your grandkids.
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Can You Put Your Investment Account In A Trust?Moving an investment asset into a trust can be a strategic step in estate planning and asset protection.
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Why Create a Pet Trust?Your pet is a beloved part of your family and it's important to consider them when you are creating or updating your estate planning documents.
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Keeping the Beach House in the FamilyIf you've been going to the beach for years to a family house, you may want to create an estate plan that allows you to keep it in the family.
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Preparing Your Will, With Good Friends In MindOver the weekend, the New York Times had an article exploring things to consider when you want to leave your estate to your friends.
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A Living Trust Doesn't Always Avoid Probate CourtEven if you create a living trust with the intent of avoiding probate, it's not always guaranteed that probate won't be necessary.