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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What is the Difference Between a Will and Estate Planning?The difference between a will and estate planning is that a will is part of an estate plan.
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Should Homeowners Insurance be in the Name of the Trust?If you've placed your home into a trust, make sure you are also updating your homeowner's insurance policy as well.
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What Happens When Two Siblings Own a Property and One Dies?If you own property with other family members, it's important to understand how the property is titled so you can figure out what happens if one of you dies.
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What Are Required Minimum Distributions?A Required Minimum Distribution (RMD) is an important term for you to understand as you approach retirement.
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Talking About Your Will at the HolidaysIt's not usually the topic you'll hear around the holiday table, but you should be ready to have the conversation if it comes up.
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When Should I Update My Will?Depending on what's going on in life, it's important to know when you should be updating your will.
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The One Where A Lawyer Is Needed... What Happens to Matthew Perry's Estate?The details of his estate plan (if he had one) haven't been released yet, but Matthew Perry's Estate has the same issues that many other people have.
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What is the Meaning of Ademption?Ademption is a common term that you'll find in your Will, but it's one that you probably haven't encountered before.
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Can I Amend My Trust?If you need to make changes to your trust, it's important to understand the difference between an amendment and a restatement.
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What Are the 6 Steps to Create Your Estate PlanWhile your estate plan is unique, the 6 steps you need to take to create one are simple and can make the entire process smooth and effective.
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The 2024 Federal Estate Tax Exclusion and BeyondThe rollercoaster ride of the Estate Tax Exclusion is one journey worth exploring.
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A 3-Step Plan from David Bowie's Estate PlanWhile most celebrity estates in the news are there because of chaos, David Bowie's estate plan is a shining of example of an estate plan done right.