Estate Planning

Organize Information for Your Family

Posted on: August 26th, 2013
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do?...

Providing for Your Parents in Your Estate Plan

Posted on: August 18th, 2013
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in the future) and your children. This should change the way you think about estate planning....

Estate Planning for Second Marriages

Posted on: August 12th, 2013
In first marriages, the couple generally has the same goals when it comes to their estate planning: take care of the surviving spouse for as long as he or she lives, then whatever is left will go to the children. They may own many of their assets jointly and, at the death of the first spouse, more than likely everything will go to the surviving spouse just as they had planned....

Who Should Be Your Successor Trustee?

Posted on: August 5th, 2013
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role in the effective execution of your estate plan....

Estate Planning for Women

Posted on: July 29th, 2013
While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place. Here are some issues that are of particular interest to women and their estate planning....

Estate Planning for Unmarried Partners Part One: Planning for After Death

Posted on: July 22nd, 2013
Unmarried partners do not have the same protections and benefits under the law that married partners have. An estate planning attorney who has experience working with unmarried partners can help you navigate the issues and make sure your after-death plan will work the way you want it to work when it is needed....
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