In my regularly updated blog, I discuss topics such as why everyone needs an estate plan regardless of income, what happens when someone passes away without a plan in place, what common mistakes people make, and why your plan should be updated regularly. Review these posts to familiarize yourself with the basics of estate planning, then contact me to schedule a complimentary Legal Strategy Session.
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Living Apart Together ~ More Couples Are Doing It, But You Need a PlanMore couples are living apart together - they are in a committed long-term relationship but they both can enjoy their personal space and independence.
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Starting The New Decade Off On The Front Foot...Are you getting the new decade off on the front foot? After the holidays wound down, the new decade is roaring in as we start this week...
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How Should I Store My Passwords Securely for My Will?Everyone has their own system for storing their passwords. The problem comes when you are gone and someone else needs to access the passwords for your will.
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Doris Day and her Charity: Estate Planning with a Pet FocusDoris Day set up a charitable foundation that helps animal rescue amidst the California wildfires. The sale of her house will further benefit the charity.
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What is a Trust Amendment? I Need to Make a Small Change to my TrustIf you need to make changes to a trust, you can do a trust amendment or if there are major changes, you can do a trust restatement.
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Another Data Breach Means It's Time to Change Your PasswordLast week, another large data breach was discovered, affecting nearly 773 million email addresses and passwords. With such a large breach, now is a good time to change your password.
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A New Employee Perk: Matching Student Loan Payments to Your 401(K)A new trend in the workplace is employers who are making matching contributions to an employee's 401(K) to their student loan payments.
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Dealing With Debt Before Marriage: A Prenup May HelpDealing with debt before you get married is an important step to take in your relationship. Sometimes, a prenup is just what you need to get started...
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Ademption: The Most Commonly Asked Question About Your WillAdemption is a common term in wills that you may have never heard of before. It occurs when you no longer own identified property at the time of your death.
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Loaning Money and Your Personal Economy During the PandemicThe pandemic has likely altered your personal economy. If you are loaning money or taking a loan, you should be sure to get the terms in writing.
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Why Should I Have A Will?At some point in every estate plan consultation, the question comes up: Why Should I Have a Will? This question usually comes from someone who has never had to deal with a family member’s estate. They’ve heard about wills. Maybe their co-worker was talking about getting hers redone. Or maybe they read the latest Suze …
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Weddings Are Still Happening and People Still Need PrenupsWeddings are still happening and people still need prenups done before the ceremony. Even if the guest list is smaller, don't forget your prenup.