Adoption and Estate Planning

January 6, 2020

It is common knowledge that planning for the future is an important step to making sure your family enjoys stability and security both now and after you pass away.  Estate planning is a cornerstone in a well-done plan to cement your plans for the future.  Estate planning is important for families of any size and […]

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Probate Assets and Non-Probate Assets

December 12, 2019

Building an estate plan is an important step in solidifying your future and ensuring security for your family both before and after you pass away.  Estate planning can mean executing several different documents, such as a power of attorney, trust documents, or a healthcare directive.  One of the more important elements of your estate plan […]

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Amending or Changing a Trust

December 10, 2019

There are many ways you can plan for your future and help achieve your goals and those of your family.  Estate planning is a crucial step on the road to financial health and providing for your family both during your life and after you are gone.  No two estate plans are alike, as no two […]

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Testamentary Trust

December 9, 2019

One of the best ways to help ensure stability for your family is to plan for the future.  An essential component of that plan is a solid estate plan.  Estate plans can help you distribute your assets, arrange for important healthcare decisions, and even nominate a person to care for your child in the event […]

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Gifts, Loans, and Estate Planning Pitfalls

December 6, 2019

It is a wonderful thing to be able to use the assets you worked hard for your entire life to improve the situation of your family members or loved ones.  It is not uncommon for family members to give each other gifts or make loans when a loved one needs a boost or helping hand.  […]

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When a Will Is Not Enough

December 3, 2019

Almost everyone is familiar with the fact that a last will and testament is an essential part of ensuring your family’s future will be secure even after you pass away.  Wills can be very simple documents and boilerplate forms are widely available on the internet, although these skeletal forms do not take your individual circumstances […]

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Avoiding Family Friction With Your Estate Plan

December 2, 2019

Building your estate plan means building a secure and solid future for your family.  Every family is different, and therefore every estate plan is different.  Some families may need irrevocable trusts while others may need healthcare powers of attorney.  Still others may just need simple wills.  Regardless of the size or complexity of your estate […]

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Having a Different Estate Plan From My Spouse

November 29, 2019

Estate planning is an important step to make sure your family has a planned path to achieve goals and stability.  If you are married, you have likely discussed your estate plan with your spouse.  The longer you have been married, the higher the chance the two of you share children, substantial assets, and potentially substantial […]

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When to Revise Your Will

November 25, 2019

Having an estate plan is an essential step in making sure your family is provided for after you pass away.  Estate plans can make sure that your assets are properly distributed, shield your beneficiaries from heavy estate taxes, and provide a simple way to distribute complicated or heavily regulated assets, just to name a few.  […]

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Small Business Estate Planning

November 15, 2019

Small business owners help form the backbone of the American economy.  Millions of Americans own and run their own small businesses, and millions more strike out on their own every year.  These small business owners know that planning is essential to making sure their business is successful in every aspect.  Unfortunately, some fail to keep […]

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