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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Heading Off to College: Don't Forget Your Healthcare Power of Attorney...If you are heading off to college this fall (starting or going back), it's a good idea to have a healthcare power of attorney.
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Setting up a Trust for Your Beloved PetYour beloved pet has been with you through thick and thin. They have helped you immensely during the coronavirus lockdowns. Should you set up a pet trust?
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What Happens if I Die Without a Will? Where Does My Money Go?A common question at consultations is: What Happens if I Die Without a Will? Where does my money go? Does the government get a part of it?
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A Pet Caregiver Guide? A Good Planning Document for Your Toolkit...A pet caregiver guide is a great idea to keep with your estate plan documents. Often, non-legal documents can be as important as legal ones.
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Do You Have a Succession Plan for Your Family Business?This pandemic has many business owners thinking beyond their own estate plan and about a succession plan for their business.
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Pet Trusts: I Just Got A Kitten, Do I Need a Pet Trust?Pet trusts are becoming more common in estate plans. If you got a new pet for the holidays, it may be time to consider a pet trust.
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Inheriting an IRA? A Few Things You Should Know...Inheriting an IRA provides very different options depending upon if you are a spouse or nonspouse. It's important to understand the differences.
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How Do I Choose a Trustee for My Trust? What are their Responsibilities?Choosing a trustee is an important part of your trust. Here's a general list of some of the responsibilities of a trustee for you to consider.
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Death Planning: A Morbid Sounding Term for Your Estate PlanDeath planning is a rather morbid term for some of the psychological considerations that go into your estate plan and other legal documents.
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Establishing Guardianship for Your Children in Your WillWhen you are putting together your will, if you are a parent, one of the most important provisions is the guardianship of your children.
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Can I Create a Trust For My Children’s Religious Education?A common provision is to create a trust for religious education for your children or your grandchildren. You want to make sure you get it set up correctly.