Tag Archives: estate planning attorney

Is Your Estate Plan Unfinished? Resolve to Get it Done in 2022.

You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s definitely something you need to put on your To-Do list for 2022.

Because the reality is that a half-finished estate plan is as...
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Trust Funding: Set Your Trustee Up for Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing.

However, signing the trust agreement does not end the estate planning process. To work properly, the trust needs to be funded.  

What Is...

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Legal Affairs – Autumn Checklist

With the fall season approaching, and everyone getting refocused on school and work, it’s an excellent time to review your legal affairs as well.

To help you do this, we’ve provided a checklist to ensure your legal plans meet your needs and that they are up-to-date. These are just some of the items you should focus...
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The Last Will and Testament of the Unprepared

Recently the Wall Street Journal published an article that stated only 10% of the adult population has a plan for a lifetime disability or for distribution of assets at death. This is pretty stunning when you consider how protective we generally are of our children and the things we own, combined with the fact that...
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