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Category: Uncategorized

Reverse Mortgages & the Mess Left Behind 

Posted onSeptember 14, 2022September 14, 2022

A reverse mortgage may seem like an easy way to receive extra retirement income; however, the ramifications of a reverse mortgage greatly affect your heirs once you pass. Not only does a reverse mortgage increase your debt and leave less assets to your heirs, but Read More …

CategoriesUncategorized

Children and Estate Plans: Everything You Need to Know

Posted onMarch 22, 2022March 22, 2022

Sitting at the top of every parent’s list of priorities is one thing: to make sure their children are taken care of no matter what life changes or unfortunate circumstances occur. A child losing both parents as a minor is unthinkable, but unfortunately, it does Read More …

CategoriesEstate planning, Financial planning, Guardianship, Revocable Trust, Special Needs Trust, Uncategorized

Do You Need a Power of Attorney for Your Adult Child?

Posted onOctober 7, 2020October 2, 2020

The coronavirus (COVID-19) pandemic has many adult children attending college but taking virtual classes on campus or taking virtual classes while living at home with their parents temporarily. Young adults often live on the misconception that they are invincible, which puts them at risk of Read More …

CategoriesUncategorized

What to Consider When Selecting a Trustee

Posted onSeptember 22, 2020September 22, 2020

Estate planning involves several important decisions, one of the most important of these being who will serve as your trustee. For a married couple preparing a family living trust, the initial trustees are usually the surviving spouse, after the first spouse dies, unless extenuating circumstances Read More …

CategoriesEstate planning, Revocable Trust, Trustee, Uncategorized

Considering Your Pets in Your Estate Plan

Posted onSeptember 4, 2020September 3, 2020

When you are putting together your estate plan, you consider all aspects of your life: your family, your home, your finances and more. However, are you leaving out one important member of your family? What happens to your beloved pet if the unexpected (or expected, Read More …

CategoriesEstate planning, Uncategorized

Having a Family Meeting to Explain Your Estate Plan

Posted onSeptember 3, 2020September 2, 2020

An estate plan affects more than just you. It involves the whole family. The first part of making sure that you are fully prepared and have an estate plan is to create the will, trust and other necessary documents. The next step is making sure Read More …

CategoriesEstate planning, Power of Attorney, Revocable Trust, Uncategorized

Do I Really Need an Estate Plan?

Posted onSeptember 1, 2020August 30, 2020

“But I am young. I don’t need an estate plan; I am not married and do not have children, so I do not really need a will; or I do not really own that much property, so is a trust really necessary?” You may feel Read More …

CategoriesUncategorized

The Beauty of the Ladybird Deed

Posted onAugust 28, 2020August 28, 2020

When it comes to protecting your property, many different options exist, and one of these more-commonly used choices is the Ladybird deed. However, while many individuals have heard of the term, not all understand what exactly it means and how it can be a benefit Read More …

CategoriesUncategorized

The Importance of Revising your Will or Reviewing It Yearly

Posted onAugust 27, 2020August 26, 2020

“But I have a will so I am covered.” Many people walk around with this misconception thinking that once their estate plan is drafted, they are done. However, what most individuals do not realize is that an estate plan is a living document. Just as Read More …

CategoriesUncategorized

Should I Do my Own Will Online?

Posted onAugust 25, 2020August 25, 2020

All attorneys get this question every now and then: “Do I really need to hire an attorney? Aren’t wills just forms I can get online?” It is an understandable question. Using an attorney to prepare your estate plan can be costly, but like so many Read More …

CategoriesUncategorized

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