Think back to how your life was seven years ago. Your family, your finances, your relationships, and even the accounts you use have probably changed in ways both obvious and subtle. Seven years does not feel like a long time until you start making the list. It can also change your perspective on your estate plan. […]
You have decided to meet with an estate planning attorney to get your documents in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized for the first meeting. But what should you do when it comes to preparing to meet with your […]
Receiving an inheritance can be meaningful and transformative, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage assets, face creditor or tax issues, or lack the financial experience needed to preserve and grow their inheritance. A well-designed estate plan helps anticipate and reduce these risks […]
Family strife is horrible for everyone involved, and often spills over into estate planning, with hurled threats of “I’ll cut you out of my will” not uncommon for feuding families. If you find yourself in the unfortunate position of having family conflict lead to estranged loved ones and changes estate plans, know these changes often place […]
Enjoying retirement means many different things to different people. For some, it opens a new world of travel, experiences, and creative pursuits. For others, it may mean quiet days at home with a good book, tea, or coffee, and no plans for weeks. Between those extremes are many ways to spend post‑working years. Like work itself, retirement […]
What do you hope to leave behind for your loved ones? Beyond the financial aspect, how do you want your legacy to be felt and remembered? These questions lie at the heart of every estate plan and inform discussions about what someone plans to leave behind: homes, savings, heirlooms, and other assets. However, the most meaningful legacies […]
While many proactive individuals understand the importance of a comprehensive estate plan, they often assume it only addresses what happens after death. Yet, a comprehensive estate plan is for more than after a loved ones passing. It can address questions and help family navigate the confusing and sometimes chaotic time known as incapacity. Thus allowing your estate […]
Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. The temptation to check off the “estate plan” box from the adult to-do list and never look back is a strong one. However, that carefully thought-out plan you created years ago may not meet your current goals […]
