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Please don’t write on your estate planning documents
Jul 07

Please don’t write on your estate planning documents

It’s rare for an estate plan to be put together and never be changed. Wills and trusts usually need to be changed over time as your…

I want my 401(k) and IRA to go to my spouse when I die — should I name them or my trust as beneficiary?
Jun 14

I want my 401(k) and IRA to go to my spouse when I die — should I name them or my trust as beneficiary?

As is the case with many questions regarding legal matters, this depends on some different factors. It is more simple to name your spouse directly, and…

Owning Property in Two or More States can Complicate Estate Planning
May 19

Owning Property in Two or More States can Complicate Estate Planning

Do you own real property in multiple states? Perhaps you are a snowbird or own investment properties such as rentals in more than one state. If…

Estate planning should consider needs of pets
Feb 10

Estate planning should consider needs of pets

Having a pet brings many people joy and provides them with a living creature to take care of and to provide companionship. Unfortunately, pets are often…

Estate Planning for Families with Special Needs Children
Nov 03

Estate Planning for Families with Special Needs Children

When it comes to estate planning, families with special needs children need to take extra care to prepare for when you will no longer be around…

Living trusts are user-friendly estate planning tools
Jun 04

Living trusts are user-friendly estate planning tools

Many people think of a Last Will and Testament as the main tool for “normal” estates, with trusts only being for large estates. However, revocable living…

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