As we wrap up estate plan document signings, there is often a sigh of relief from clients who say, “I’m so glad that is taken care of!” But before you check off your to-do list, there are a few steps you should take to ensure that your estate plan is ready for future action. 1....
When working with your estate planning attorney, you want to make sure you’re putting the right people in the right positions. Therefore, it’s important to understand the common terms for the players in your estate plan. Who does what in Estate Planning? Fiduciary: All persons or financial institutions (i.e. a bank or company) who act...
Valentine’s Day bring roses, chocolates, and romance. But for Estate Planning Attorneys, it also brings “I love you” Wills. This simple Last Will and Testament is primarily used by married couples where each spouse leaves all their assets to the survivor of them. Upon the surviving spouse passing, then their remaining assets are left to...
Some of the most essential documents to have in your estate plan are your health care directives. These documents provide a framework on how you would like important health care decisions to be made if you’re ever unable to make them for yourself. There are typically three health care directive documents in an estate plan....
Over the last 20 years while practicing elder law, our aging adult clients have told us that their primary goal is to maintain their independence and stay in their home. This desire to “age in place” has been increasing in popularity. Even before the pandemic, polls were showing a shift to the living trend of...
There are many things in life we need to do but often struggle to complete. It’s not that these things aren’t important – life just gets in the way sometimes. One of the important tasks that we tend to put off is completing our estate plan. Reasons for procrastinating There are many reasons people delay...
With new year fast approaching, now is a good time to review your estate plan to make sure it still reflects your values and wishes. The following are important items to reflect on as you create your year-end to-do list. Estate planning checklist Make sure the funding of your revocable trust is complete. This re-titling...
When thinking about where to store your important legal documents, a lot of people’s first thoughts are, “I’ll put them in my safe deposit box!” Though that is a good place to safely store some items, safe deposit boxes are not usually a good place for your legal documents. Safe deposit boxes are only accessible...
We sometimes view estate planning as a one and done proposition. Keep in mind, our lives change and so must our plans. If it has been several years or more since you have signed your estate planning documents, then it is possible that the plan won’t achieve your goals. Periodically reviewing your plan with an...
In most families, parents choose to leave their estate equally to their children. But sometimes, parents intentionally choose to disinherit a child and cut them out of their estate completely. You may have, what you believe to be legitimate reason to do this: one child is more financially successful than the others; not wanting a...
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