Tag Archives: trust

6 Critical Things You Should Have at Your First Estate Planning Meeting

If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law.

Your initial meeting with an estate planning attorney is a good opportunity to discuss your family’s financial situation as well as your concerns and goals. If you are...
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Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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Can I Make Estate Plans Without My Spouse?

The American family has changed quite a bit over the last few decades, and assumptions that a couple will share bank accounts, tax obligations or even last names can be thrown out the window.

Nowadays, there are plenty of options for couples to keep finances, identities and future plans separate. But what about when it comes...
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What to Do If You Can’t Find Your Loved One’s Documents

If a loved one has recently died or become mentally incapacitated, finding the person’s estate planning documents is essential.

The estate planning process and associated documents are critical to making decisions on the loved one’s behalf, gaining access to accounts, and discovering your deceased loved one’s wishes regarding how to distribute the individual’s money and property....
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