Who should I name as a guardian for my minor child?
Welcoming a child into your home is a life-changing experience. With the birth or adoption of a child, your goals, life views, and focus will forever alter. From the moment you look into your new child’s eyes, you know you will do anything to...
Updating Your Estate Plan After the Birth of Your Child Continue reading…
Excluding a Loved One from Your Estate Plan
Can I legally exclude a child from my will?
Excluding a Loved One from Your Estate Plan Continue reading…
When drafting an estate plan, most people will elect to leave their hard earned assets to their spouse and children. At times, however, a person may choose to leave a certain family member out of their estate plan. A parent...
Estate Planning for the Business Owner
Running a business takes everything you’ve got. When you're juggling day-to-day operations, staffing, marketing, and bookkeeping, it's easy to push estate planning to the bottom of your to-do list. But without a plan in place, your death or incapacity could bring your business to a halt and leave your loved ones scrambling....
3 Reasons Why You Need An Estate Plan
Do I need an estate plan if I do not have significant assets?
Creating an estate plan provides you with control over your assets after your death. Estate planning consists of arranging for the disposal of your assets after your death while minimizing tax consequences. Despite the importance of estate planning, less...
3 Reasons Why You Need An Estate Plan Continue reading…
Estate Planning and Your Digital Assets
What will happen to my online accounts when I die?
Estate Planning and Your Digital Assets Continue reading…
The internet has changed the way we live. Our lives are now plastered all over the internet, from email to social media accounts. With each generation, our digital footprint is only growing larger, and laws on what happens to...
Creating a Spendthrift Trust
How can a spendthrift trust protect my heirs from creditors?
Creating a Spendthrift Trust Continue reading…
With a spendthrift trust, you can pass down assets to your heirs without concern that your assets may be rapidly spent by heirs or seized to satisfy creditors. A spendthrift trust comes with all of the benefits of a...
Estate Planning for Art Collectors
How can I protect my valuable art collection after my death?
Estate Planning for Art Collectors Continue reading…
Art collectors are passionate about their craft. An art collection will often have both monetary and emotional value. Your average basic estate plan may leave your art collection unprotected against hefty taxes or the possibility of a forced...
The Most Common Estate Planning Mistakes
How can I avoid making an estate planning mistake?
The Most Common Estate Planning Mistakes Continue reading…
Your estate plan will form a vital part of your legacy. With your estate plan, you will pass down your hard earned assets to the next generation, while protecting yourself in the event of your incapacity. Mistakes made in the...
Setting Up a Trust for Minors
What are the advantages of placing assets in a trust for my minor child?
Setting Up a Trust for Minors Continue reading…
Many younger parents put off estate planning, believing they have plenty of time to set aside assets for their children before their death. However, failing to create an estate plan that benefits your children now...
Your Role as a Health Care Agent
How can I make the best medical decisions possible for someone else?Health care agents or surrogates hold a critically important role. A health care agent is someone vested with the power to make medical decisions either through a power of attorney or state law. If you have been designated as a loved one’s health...
Your Role as a Health Care Agent Continue reading…