Your estate plan should include critical health-related documents as well as traditional property documents such as wills and trusts.  That means that preparing your estate plan will involve issues such as determining who will make healthcare decisions on your behalf if you become incapacitated. There is no recommended age to prepare healthcare documents–in fact, the…

Read More

When you die without leaving a will, you are said to have died “intestate” and the government decides how to distribute your property according to the laws of intestate succession. These laws may or may not allocate assets in the manner you would choose. If you are married and have children, the laws generally divide…

Read More

Getting your affairs in order through an estate plan is a great way to prepare for your future, but have you ever thought about how your family will follow your instructions after your death? An estate planning “fire drill” will help you and your family openly talk and ask questions about your estate plan. Just like…

Read More

Clients often create a living trust to provide for themselves and their loved ones—only to forget to fund it. Many others mistakenly believe that a trust automatically funds itself after a lawyer approves it. The truth is, you must take steps to fund your living trust if you want your beneficiaries to avoid a long…

Read More

With COVID-19 continuing to create an unpredictable future, it’s important to consider some estate planning factors before the year’s end. By thinking ahead now and knowing what to look for, you can futureproof your estate plan and further your goals for years to come. You may also be able to take advantage of certain tax…

Read More

Your estate plan gives your loved ones detailed instructions for the distribution of your property and assets, healthcare should you need it, and financial protection. An estate plan can be a valuable tool to protect and safeguard what you’ve worked so hard to achieve. It can also provide for healthcare or financial decisions should you…

Read More

If you are suddenly unable to care for yourself physically or mentally, do you know who will make medical decisions for you? Unfortunately, many people find themselves in this position because they haven’t discussed their plan with anyone – or perhaps have a plan at all.  Appointing someone to make medical decisions for you when…

Read More