Category Archives: Wills

Millennial: You Need an Estate Plan

Estate Plans for Millennials

Unfortunately, a startling 79% of millennials admit they never created basic estate plans in place. While your needs and goals may vary, nevertheless, estate plans offer important protection for every adult – including you!

Paperwork: Estate Planning After Death

Death Estate Paperwork

Part 3 of a 3-Part Series Over the past couple of weeks, we examined important things to consider after losing someone to death. To read part one, click here. To read part two, click here. This week, we conclude the series by focusing on paperwork.  Cancel benefits Family member recipients of Social Security, veterans, or other benefits […]

Safe Estate Planning After Death

Part 2 of a 3-Part Series Estate Safety Considerations Last week, we began a three series about important factors to consider in estate planning after losing someone you love to death. Click here to read part one. This entry, the second in the series, covers ways to make sure the estate remains safe.

Estate Planning After Someone’s Death

Funeral Death

Determine which of your loved one’s accounts contains cash that can be accessed for the beneficiaries’ needs and other expenses. The last thing you want is for an item to be repossessed or the electricity turned off due to non-payment.

My Loved One Has Died – What Do I Do Now?

Death Certificate After Death Pre Planning

It is important to contact an experienced probate and trust administration attorney to help you with the process, as well as any other legal matters that may arise during this difficult and emotional time.

Estate Planning Awareness Week

Family Meeting (To discuss estate plans)

If you are planning to speak to your parents about the need for an estate plan, it is important to try to include any siblings in the discussion to avoid giving the impression that you are trying to influence or control your parents’ choices.

Beneficiary Designations Part 2

Last week, we began a two-part series about designating beneficiaries for your life insurance policy. Click here to read that post. Here is part 2.  Protection against your creditors. 

Avoid Estate Planning Procrastination

Text "NOW"

Don’t Procrastinate: Talk with Your Family and Your Estate Planning Attorney Today There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually, but many of us often want to conveniently forget that reality. You face a decision. Take the initiative to start a family […]

When to Review Your Estate Plan

Financial Changes

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time […]