blog

One of the things that makes managing legal issues so challenging is that the laws are always changing. This blog is designed to help you stay current on many of the latest changes.

Brevity Is Not Always Best

Most people are shocked when they see the sheer volume of paper in a truly well-done estate plan.  A trust by itself can be hundreds of pages.  Add to that the other 6 to 16 documents you’ll want to execute (depending on your family situation) and you can find yourself signing a mountain of paperwork […]

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Don’t Neglect Your Estate Plan During a Divorce

Most of us, when we think about divorce, tend to think about people in court, couples fighting, and moving trucks pulling away from the family home. Very few people going through a divorce think about their estate plan. But the fact is that you may well need to put your signature on a new or […]

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Organize Your Estate for Your Successor Trustee

If you’ve ever been unlucky enough to have to execute a deceased loved one’s estate, then you know what an overwhelming job it can be.  Think about your own method of organization.  Do you keep all of your financial papers in one place?  Do you keep your birth and marriage certificates nearby and easily accessible?  […]

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Don’t Fall Victim to These Common Estate Planning Myths

The following five myths continually frustrate estate planners. This is not only because we know that they are not patently untrue, but because their continued circulation can be actually be harmful to your family and your estate. 1. Estate Planning is only for rich people. This is probably the single most common estate planning myth […]

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One-of-a-Kind Families Need One-of-a-Kind Estate Plans

According to statistics the average U.S. family size is 3.2 members.  The median age of a man upon his first marriage is 28.1, 47% of women aged 75 or older live alone.  Also according to statistics, approximately 60% of couples own their home, 70.7% of mothers with children under the age of 18 go back […]

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Share Your Passions As Well As Your Assets

Do you have a hobby that you feel passionate about? Do you love reading and collecting books?  Are you a rabid coin or stamp collector?  Do you find peace and tranquility out tending your garden? Whatever it is that you love, you can bet the people who love you are aware of it.  These are […]

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What Does Back to School Have to Do with Estate Planning?

As summer comes to an end and kids and parents both start getting ready for back-to-school week, estate planning may be the last thing on anybody’s mind; but the beginning of a new school year can actually be the perfect time to give your estate planner a call. Whether your baby is heading off to […]

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To Tell or Not to Tell? Sharing Your Estate Plan with Your Heirs

Should you talk to your heirs about your estate plan? The subject of inheritance is one that most people studiously avoid for a number of different reasons: superstition, fear, lack of knowledge, or a desire for secrecy. Many adults were raised to believe that money was a private affair, and that talking about it was […]

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Why Women Need to Think About Estate Planning

Gender equality has come a long way in the past few decades and years, but still, when most people think of estate planning they think of wealthy older men along the lines of Joe Kennedy or John Rockefeller. The truth is, however, that estate planning is a subject which has a significant impact on women. […]

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Four Steps to Creating Your Estate Plan

You’ve heard all the arguments in favor of estate planning, you know it’s the right thing to do, you want to get your planning done… you just aren’t sure how to get started. Estate planning can feel like an overwhelming endeavor when you’re presented with everything at once—the trick to getting started with your planning […]

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