Estate planning helps ensure that you and your loved ones will be protected no matter what the future holds. In our blog, we discuss the elements of an estate plan, how an estate plan prepares for possible illness or incapacity, what you can do to leave a lasting legacy for your loved ones, and much more. For answers to questions about your specific estate planning needs, please contact our office to request a free initial consultation.
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Personal Possessions and Estate PlanningPersonal items are typically not included in your will or trust. So, who gets those after you pass is up to you personally. Read the blog for more Info!
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Importance of Having Your Financial Information In OrderPrepare your finances now for peace of mind today and to ease your loved ones’ burden in the future when you are no longer able to manage them yourself.
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Things to Consider Before RetirementExplore key considerations before retiring to ensure financial security and peace of mind. Learn how proper planning can make your retirement stress-free.
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These Are the Top 6 Questions Your Attorney Will Ask When Drafting Your WillLearn the 6 essential questions your attorney will ask when drafting your will. Get expert guidance on protecting your assets and family's future.
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Issues with DIY Estate PlanningCan you create an estate plan with an online will, a transfer-on-death deed, and adding kids to your bank account? Learn why this might not be enough!
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Life Estates : The Potential ProblemsThis article discusses life estates, an often used planning tool, and the potential problems they may create. Our estate planning attorney explains more
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Revocable vs. Irrevocable Trusts: Understanding What They Are and Their DifferencesThis article will describe the difference between a revocable and irrevocable trust so that you can make the best estate planning decision for your personal situation.
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Living Trust vs. Will: Understanding These Estate Planning Tools and Which to ChooseHere is a comparison of a living trust vs. will, as well as what these estate planning documents are best for and how they differ from other legal strategies.
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What Is a Living Will, and How Does It Compare to a Standard Will?Here is some information about the difference between a will and living will and also the purpose of a living will should you choose to create one. Read more!
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The Basics of Generation Skipping Tax and How it Affects Estate PlanningLearn about generation-skipping transfer tax, its purpose, and how it impacts estate planning. Discover strategies to preserve wealth for future generations.
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How to Choose a Guardian for Your ChildThis article will discuss the importance of appointing a legal guardian for a child and how to make someone a legal guardian in New York. Read for more!
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What Is a Codicil, and How Is It Used to Change a Last Will and Testament?Here is an overview of what using a codicil for updating your will entails and where to turn for legal help to change the details of your will. Read more!