In these articles, I discuss the key elements of an estate plan, how to minimize tax liability, what documents prepare for your potential incapacity due to illness or injury, and much more. Contact me to schedule a complimentary Legal Strategy Session to discuss your specific estate planning needs.
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The Estate Planning ExperienceThe experience of creating your estate plan (your will and/or trust) doesn't have to be intimidating. Here's a short preview of what you can expect.
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Essential Documents: Do I Need a Will or a Healthcare Power of Attorney?There are plenty of good lists of essential documents out there and healthcare power of attorneys and living wills should be part of your estate plan.
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My Personal Planning Essentials ChecklistI've created a short checklist of important information to keep with your estate plan documents. It's important your loved ones know who to contact.
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When Should I Meet With My Financial Planner or Wealth Advisor?In addition to your annual meetings with your financial planner, after you have created or updated your will, it's a good time to check in with them to make sure that your financial goals are aligned with your estate plan.
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Now is a Good Time to Check Your Beneficiary DesignationsIf it's been a while since you signed your will, now is a good time to check your beneficiary designations on your accounts. Rather than wait for a life event to scare you into action, now is as good a time as any to see what you have in place.
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The IRA Planning in Your Estate Plan Could be in DangerIf you've included an IRA with a beneficiary designation as part of your estate plan, the proposed Secure Act could have some major impacts on your plan.
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A Will Contest: The Last Thing You Want To Leave Behind...When you think of preparing your will, one of the first reasons to get it right is to prevent a will contest from draining the funds from your estate.
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Intestate: What happens to your assets if you die without a will?Intestate means a person has died without leaving a will behind. The process of what happens then should be enough to remind you that you need a will.
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Your Estate Plan: Living Wills and Health Care Powers of AttorneyLiving wills and health care powers of attorney are especially important for your estate plan as we all deal with the COVID-19 pandemic.
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Financial Power of Attorney: Protect Your Finances From ComplicationsA financial power of attorney is an important tool to keep your finances in order during the pandemic. Now is the time to check that yours is up to date.
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I'm A Trustee of a Trust - They Have Died, What Do I Do Now?A family member has appointed you as a trustee of their trust, but you don't realize how much work is involved until the time comes for you to act...
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Staying Home With Your Significant Other - Is It A Common Law Marriage?You and your significant other have been seeing a lot more of each other these past 3 months, but that doesn't mean you are in a common law marriage.