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Will Your Estate Plan Actually Work When Your Family Needs It?
Asset Protection, Blended Family, Digital Estate Planning, Estate Planning, Estate Planning Blog, Family, Family Values, GiftingNovember 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers for their positive contributions and encourage the public to view lawyers in a more favorable light. As your Personal Family Lawyer®, we’re dedicated to improving the public’s perception of lawyers by offering family-centered legal services specifically […]
Why You Can’t Afford to Go Without an Estate Plan – Part 2
Asset Protection, Beneficiaries, Blended Family, Digital Estate Planning, Estate Planning, Estate Planning Blog, Family, Family Values, Gifting, HealthcareOctober 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t checked it off your to-do list, now is the perfect time to get it done. Last week I wrote about the first big reason you might want to get your planning […]
Why You Can’t Afford to Go Without an Estate Plan
Asset Protection, Blended Family, Digital Estate Planning, Divorce, Education, Elderly, End of Life, Estate Planning, Estate Planning Blog, Family, Healthcare, Inheritance, Kids Protection PlanningOctober 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t checked it off your to-do list, now is the perfect time to get it done. When it comes to putting off or refusing to create an estate plan, your mind can concoct all […]
What You Should Know Before Agreeing to Serve as Trustee
Blended Family, Common Mistakes, Digital Estate Planning, Estate Planning, Estate Planning Blog, Family, Family Values, HealthcareBeing asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both ethically and legally required to properly […]
6 Changes to Watch for In Your 2020 Taxes
Blended Family, Digital Estate Planning, Estate Planning, Estate Planning Blog, FamilyAlthough you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. In addition to annual updates for inflation, […]
Once Your Kids Are 18, Make Sure They Sign These Documents
Asset Protection, Blended Family, Education, Estate Planning, Estate Planning Blog, Family, Family Values, Gifting, Inheritance, Kids Protection Planning, Legacy PlanningWhile estate planning is probably one of the last things your teenage kids are thinking about, when they turn 18, it should be one of their (and your) number-one priorities. Here’s why: At 18, they become legal adults in the eyes of the law, so you no longer have the authority to make decisions […]