A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
Tell ‘Em in Writing What You Told ‘Em
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Estate Planning
Heirs Who Just Say No, Thank You
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.
Estate Planning Attorney Advises What and What Not to Say to Grievers
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
Selling a Business Has to Work on All Fronts
Selling a business involves many considerations, including doing the right thing for employees, partners, and family members.
Your Own or Your Children’s, Divorce Can Do a Number on an Estate Plan
Divorce definitely impacts many aspects of your estate plan, whether it’s your own or that of an adult child. Here are some precautionary measures to include in your estate plan…
Don’t Bequeath a Device Without Operating Instructions
Adult children need to be included in discussions of your estate plan, if for no other reason than that. each needs to be willing and able to perform the duties assigned, and the location of your documents.
