I need to update my estate plan but I’m having trouble - what can I do to make things easier?

Putting an estate plan in place, or updating an already existing one, can be emotionally draining. Many new clients consult with attorneys only after having procrastinated for years. But do not stress;

How can an estate plan meet the needs of a spouse, ex-spouse and children from previous marriages?

Even when an estate is quite large, heirs and beneficiaries may quarrel over small sums of money and ownership of personal effects. These disputes can...

The term Advance Health Care Directive often gets thrown around and interchanged with a Durable Power of Attorney for Health Care, but they are not the same thing.  The Advance Health Care Directive actually replaced the Durable Power of Attorney for Health Care and allows you to not only appoint a health care agent...

Becoming incapacitated is a common fear among those considering putting together an estate plan.  Who will take care of your needs is an even more frightening question.  Many people incorrectly believe that their loved ones are entitled to take over care immediately.  Someone has to be legally appointed to care for a loved one...

Are you newly married?  The honeymoon isn’t even over yet, but, one of the first things you should think about is estate planning.  People are getting married later in life and may have amassed a large amount of assets before entering into their first nuptials.  That is why it is...

There are a variety of factors to consider when you get divorced. Although the number of items to take care of can feel overwhelming, some are more important than others. Consider this, if something were to happen to you today the person who would most likely make health care decisions for you is the...

I am often surprised by the number of situations where professionals use fear to spur people to take action.  Action which is often in that person’s best interest to take.  There are a number of examples in our everyday world: dentists who shock you with photos of a diseased mouth; doctors who quote statistics...

As the father of two young children, I am acutely aware of how vulnerable my children would be if something happen to me and/or my spouse.  My children are completely dependent on us for the next 20 or so years.Creating an estate plan is not just for the elderly or the wealthy, anyone with...

Take Control of Your Family and Assets with an Estate Plan

Estate planning is mostly about you making choices regarding the welfare of your family and management of your assets.  If you don’t have an estate plan, the government will be making these choices for you, even if you are only...

WHAT IS IT?

An Irrevocable Life Insurance Trust (ILIT) is an irrevocable trust that provides a means of avoiding estate taxes on life insurance proceeds, while providing a benefit for your spouse and/or children. 

WHO NEEDS IT?

Any individual whose estate may or will have an estate tax liability should consider...