A Commitment
to Each Client.
Many adults, especially younger adults, don’t have any type of estate plan created. While it’s not a pleasant topic to think about, estate planning is your chance to say who is going to get what when you pass away. A person who dies without an estate plan dies...
One reason that people will make an estate plan is that they know that this lowers the odds that their heirs will be involved in a dispute. Simply creating a plan can go a long way toward preventing disputes by providing the necessary guidance. However, this isn't to...
You want as much of your property as possible to pass to the people you love when you die. Careful estate planning can help you minimize the risk of creditor claims and taxes cutting into what your loved ones inherit. Unfortunately, your plans can end up undermined by...
There’s nothing worse than being coerced into something that makes you uncomfortable, i.e., being a victim of undue influence. Undue influence is when a person uses their relationship with someone else as leverage to pressure said individual into making a decision,...
One scary thing to think about is becoming incapacitated to the point that you can’t make decisions for yourself. This means that someone else will have to take care of your finances and your medical care decisions. You can provide protection for yourself by taking...
Life and financial situations can change quickly and without expectation. Certain conditions could make updating your will a smart idea. However, the unpredictability of life can mean that you wish to make changes to your will down the road. Certain conditions, like...
Many people dread the idea of estate planning because it involves, in large part, thinking about a future where you won’t be around. However, it’s not unusual once you begin the process to appreciate the opportunity you have to make sure your wishes are known and...
Whether you have a lakeside cabin up in Wisconsin, a vacation home in Colorado or one of your kids is living in your old condo in Brooklyn that you still own, those assets will need to be covered in your estate plan. If you still own the assets when you pass away,...
For a long time, people trying to leave behind a specific estate plan would hand-write their wishes for their legacies. Doing so ensured that people could validate their wishes by verifying their handwriting. The use of witnesses and notaries has diminished the...
An estate dispute can be expensive for your family. It’s necessary to take steps to resolve disputes as soon as you can so that you can distribute the estate’s assets as intended. If you are the executor of the estate and are faced with litigation, it’s important for...
