Do you have a safe deposit box? You may have forgotten all about it – especially if it’s free because of your relationship with your bank. If you’re preparing to do your estate planning, you need to make sure that those who will be managing your estate know about it...
Our office remains open, and in response to COVID-19, we have expanded our options for remote consultations and virtual meetings. Please contact our office to discuss what meeting option best fits your situation.
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
Estate Planning
When do you need to revise your estate plan?
A general rule is to review your estate plan every five years (depending on your situation). After all, you want to ensure everything is updated and accurate to help your beneficiaries avoid asset garnishment or excessive taxing. However, there are other times that...
Can you prevent your will from being contested?
A will contest can tear a family apart. Siblings may go against each other over ownership of the estate’s assets leading to a permanent fallout. If you do not wish to leave such chaos in your wake after you are gone, you might want to start preparing early enough and...
Adapting your estate plan for mental health concerns
Knowing that you live with a mental health condition, you are aware that you need to plan for times when you may be ill or incapacitated. Mental illness is something that you can plan for in your estate plan, and doing so may help you make sure that you get the kind...
Tackling estate planning as a family
People often put off estate planning because the topic is viewed as morbid. While nobody relishes the prospect of discussing what will happen in the event that they become incapacitated, these are conversations that need to be had. Your elderly relative may be...
What if life insurance disagrees with a will?
Estate planning can get complicated when you have assets like a life insurance policy, an investment portfolio, money in savings, a family home and many other large assets. You need to know how to address each one and how to include it in the plan. The general rule of...
It doesn’t make sense to delay your estate planning
Many people hesitate over estate planning. Despite the fact that estate planning tools can offer stability to loved ones, this often isn’t enough for people to start making plans. Much of the hesitancy over estate planning is brought about by misconceptions. It is...
The different kinds of special needs trusts
If you have a loved one with special needs, you may be worried about their future once you are gone. Will they be financially secure? Who will take care of their bills and ensure they live comfortably? These are some of the many questions you may have, especially when...
The main reason a young professional needs an estate plan
Becoming a parent is often the reason that people create estate plans. Purchasing major assets or getting married are also popular reasons. However, if you are a young professional in the early days of establishing a career, you need an estate plan to protect yourself...
What you need to know about special needs trusts
Having an estate plan is very important, especially if you have a loved one with special needs. In such a case, you need to carefully consider how you will leave them your estate without making them ineligible for Social Security benefits, or any other public...
