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Estate Planning

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The Five Most Important Legal Documents

The Five Most Important Legal Documents

All Americans who wish to protect their families and themselves must have an estate plan. Making sound decisions regarding finances and healthcare can become challenging as you age due to diminished mental capacity or declining health.

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Understanding Revocable Trusts

Understanding Revocable Trusts

This was a question we received from a client: A revocable trust created by my brother left money to my children – but they could only use that money if they went to Tanzania to see elephants. Why can’t my kids put that money toward something they could use, like paying off their mortgages? The trustee says she has no choice, and she has to follow my brother’s instructions.

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Estate Planning in the Digital Age: 4 Obstacles to Avoid

Estate Planning in the Digital Age: 4 Obstacles to Avoid

The Internet of Things (IoT) is intertwining our lives, so identifying and managing the digital property we own is more critical than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends.

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Ensure Your Final Wishes Are Fulfilled

Ensure Your Final Wishes Are Fulfilled

There can never be enough emphasis placed on making end-of-life preparations. Many put off making these plans thinking there is always time. The sad reality is that none of us are guaranteed time.

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