estate planning

28th October 2021
Happy 18th Birthday! Now What?

Happy 18th Birthday! Now What?

When you were a minor (under the age of 18), your parents were considered your legal guardians and were responsible for making all of your decisions for you. Now that you are an adult, their legal authority is very limited if not completely gone. Although this new found freedom may sound exciting, there are a few things you need to consider.
21st October 2021
Life Events Requiring EP Updates

Which life events require an immediate estate plan update?

Since your family’s needs and circumstances are constantly changing, so too must your estate plan. Your plan must be updated when certain life changes occur. These include, but are not limited to: marriage, the birth or adoption of a new family member, divorce, the death of a loved one, a significant change in assets, and a move to a new state or country.
14th October 2021
Tips for Divvying Up Personal Property

Tips for Divvying Up Personal Property

We collect stuff throughout our lives. This “stuff” is known as our personal property. Some items are valuable, like jewelry, baseball cards, and works of art. Other items are sentimental, like grandma’s tea set, old Christmas ornaments, and photographs. Regardless of the value, it is important that these items be distributed the way you want when you die. Consider the following to ensure that your wishes for your personal property are honored.
26th August 2021
What Happens to My Kids If I Die

Do It Now: Name a Guardian for Your Minor Child(ren)

No one will ever be you or parent exactly like you, but more than likely, there is someone you know that could do a decent job providing for your children’s general welfare, education, and medical needs if you are no longer available to do so. Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of not naming a guardian are more than intense.
19th August 2021
43,000 Children Orphaned

COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic. With all of the unknowns of our current situation, you need some certainty. Having an up-to-date estate plan can be the first step toward providing that certainty in an uncertain world.
5th August 2021
Choose the Right Agent Before Incapacity

How to Choose the Right Agent for Your Incapacity Plan

There has been a lot of interest in conservatorship (some states refer to them as guardianships) since watching the 2020 film I Care A Lot, currently distributed on Netflix, during the safer at home orders.  What's more, many people are getting their first look at what can happen without a proper incapacity plan in place during this movement to #FreeBritney.  Both serve as a sort of cautionary tale about what could happen without a proper incapacity plan in place.