- Asset Protection Planning
- Business Succession Planning
- Charitable Giving
- Disability and Special Needs
- Elder Law
- Executor and Trustee Responsibilities
- Financial Powers of Attorney
- Inheritance Planning
- Lifetime Gifts
- Medical Directives
- Planning for Minors
- Retirement Accounts
Recently Lost a Loved One
Losing a loved one can leave you numb, confused, and overwhelmed. In addition to your own personal responsibilities, you now have to arrange a funeral or celebration of life and contact family and friends to let them know of your loved one’s passing. You have questions regarding your loved one’s outstanding bills and debts; how to gain access to the loved one’s bank accounts in order to pay creditors, accountants, and attorneys; and what will happen to your loved one’s assets.
Once you have had time to grieve with your family and friends, you should schedule a time to meet with an estate planning and probate attorney. The attorney can determine if the court needs to be involved and guide you through every step of the estate’s administration, providing you with as much or little help as you need. If there is a trust agreement, the attorney can also assist with its administration. Please know that you do not need to feel overwhelmed or afraid of your responsibilities, and you do not need to know anything about trust and estate administration—An attorney and other advisors can help you through the entire process.
Estate planning is making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later.
An estate plan, properly executed, can protect you as well as your family in the event of sickness, accidents, or untimely death. This eight-point checklist can help determine whether your estate plan needs help.
Making charitable giving a part of your estate plan is a great way to support your favorite charity without impacting your current lifestyle in any way.
Trust funding is the process of transferring ownership of your assets from you to your trust. Learn more about this process and how it fits into your estate plan.
For family business owners, estate planning is crucial to the success of the business. If you have not already drafted an estate plan that includes the succession of your business, begin today.
If you or your spouse served in the United States military, there are several pension benefits that you may be eligible for.
Because your successor trustee should be someone you know and trust, many people name one or more of their adult children in this position.
Estate administration is the process that occurs after a person dies. It includes collecting probate assets, paying creditors, then distributing the remaining assets to beneficiaries.
Without proper parental estate planning, a disabled child who is unable to live independently may be left extraordinarily vulnerable.
Learn the many reasons why it is important to have an advisory team for your estate planning.
Learn how discussing inheritance with children can help them be prepared to handle even a modest amount.
How important it is to create an inheritance for your kids?
A family inheritance can mean more than just money; it can also mean passing down family values, traditions, and history to future generations.
Beneficiary designations can be quite useful, but they need to be considered as part of your overall estate plan.