As the end of the year approaches consider the changes you may need to make to your estate plan. Have you gotten married or divorced over the past year? Perhaps you’ve welcomed a new child or grandchild? Or has your health changed? So much can happen in a year, it’s important not to let too […]
Category Archives: Life Changes
16
Nov
Nov
Part 1of a 2-Part Series Why Ignoring the Importance of Incapacity Planning Could Lead to Serious Consequences For reasons no one can quite understand or explain, deaths spike during the holidays. Weird, we know. But while we’re on the subject, we might as well address the elephant in the room; despite careful planning, you may […]
Election Results, Estate Planning, Inheritance, Life Changes, Taxes
What do the 2018 Midterm Elections Mean for Your Estate Plan?
09
Nov
Nov
Estate planning is an ongoing process instead of a one-time transaction. In the same way you never stop budgeting, saving, and investing in life, estate planning is a lifelong endeavor. Let’s look at some of the considerations you should make now that the 2018 midterm elections are over. Planning in a Fluctuating Political Climate
Estate Attorney, Estate Planning, Glendora, Life Changes, Trusts, Upland, Wills
Fall Estate Planning Checklist
19
Oct
Oct
With several months left before the new year, fall is the perfect time to review your estate planning affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When did you last update your Power of Attorney (POA)? A valuable legal document, no matter what the circumstance A POA is […]
Assets, Estate Attorney, Estate Planning, Estates, Inheritance, Life Changes, Wills
An inheritance can change your Estate Plan
16
Oct
Oct
Receiving an inheritance is a huge blessing. However, it it is not handled properly, it could become a curse. For example, often times, the inheritor does not know what to do with the new asset and runs into financial trouble. Without care, inheritors can squander most, if not all of the inherited funds. In such […]
05
Oct
Oct
A poor health diagnosis or need for major surgery can disrupt your day-to-day life. So, estate plans are likely far from top-of-mind. Despite the fact you have much to contend with due to such taxing demands, it’s crucial to consider estate plans in times of change. In fact, proactive planning can ease you and your […]
Planning for the Financial Future of a Troubled Adult Child Are you concerned about any of your adult children? A well-executed estate plan can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is for your wealth to end up having a […]
Alzheimer's, Elder Law, Estate Attorney, Estate Planning, Life Changes
Estate Planning After Dementia Diagnosis
24
Jul
Jul
When diagnosed with dementia, most people feel shocked and surprised and sorely unprepared for future care needs. But after receiving this type of diagnosis, preparing for the future becomes immensely important. If you or someone you love has dementia, immediately seek guidance for future care. For help in taking the right steps to develop a […]
Estate Plans Can Change Joe and Darlene are a married couple who decided to divide their estate property equally between their three children. They wanted their house to go to daughter, Mindy, who loved it. And the rest of their estate plans included equal division of assets between sons Dennis and Eddie. At their request, […]
Alzheimer’s is a serious condition which affects millions of Americans. The reason we consider it important to estate planning is because you won’t be able to plan your estate after you succumb. So, the smartest thing to do is plan in advance. No one plans to get sick or become incapacitated. And we hope you […]