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What’s Changed In Your Life?
Estate Planning, Estate Planning BlogEstate planning is not a “set it and forget it” kind of thing. Your family dynamics change, your assets change, the laws change — and if your plan doesn’t change, too, your family gets caught holding the bag. The people you love most end up bearing the brunt of your failure to act. Conducting a […]
Another Actor’s Estate Plan Screwed Up By His Lawyer
Estate Planning, Estate Planning BlogIf you read my blog post last month, titled 5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate you know I don’t like it when estate planning attorneys fail to take care of their clients. Now, Oscar-winning actor Philip Seymour Hoffman’s recently filed will provides another cautionary tale for all of us when […]
How Living Wills Became a Way of Life in One American Town
End of Life, Estate Planning BlogWith just over 50,000 residents, La Crosse, WI is similar to most other small towns in America – but one thing makes La Crosse stand out: 96% of La Crosse residents who have died had a living will (called an advance health care directive in California) in place. Nationally, the percentage of American adults with […]
Congratulations, It’s an Estate Plan! How to Protect Your Newborn From Birth
Estate Planning, Estate Planning BlogDuring the process of becoming new parents, most couples also become experts at planning – scheduling birthing classes, designing the new nursery, coordinating childcare. And that’s just the proverbial tip of the iceberg. But unfortunately, one of the most important things you can do to protect your child is often overlooked: an estate plan. Here […]
Receiving an Inheritance One Day? Here’s What to Do Now
Estate Planning Blog, InheritanceBaby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. And while receiving an inheritance can be exciting, there are complicated issues to be worked through, including transferring the emotional attachment you had with your parents to the assets they […]
5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate
Estate Planning, Estate Planning BlogPaul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car accident in Los Angeles last November at the age of 40. His estate was opened at the end of January in the Superior Court of California, County of Santa Barbara probate court, revealing that he left assets […]