Changing a Will: When Should I Do It?

We recently had a client come in to change his last will. Although he had not originally intended to make any modifications to his will, some major life changes had recently occurred in his life that made it necessary to change the will. ​​Updating a Read More …

Why The Holidays Are A Great Time To Discuss Estate Planning With Family

The holidays are a few times of the year when the entire family gets together. Your family members are gathered to celebrate so they are more relaxed and not as distracted by everyday obligations. It’s a great time to catch up, make new memories, and Read More …

How the Biden Administration Could Affect Your Estate Plan?

2021 began with President Biden assuming his role in the White House office. Now Democrats control the House of Representatives as well as the Senate. Therefore, many people are anticipating changes to policies. Biden has started discussing tax changes, however, it’s still too early to Read More …

What is the difference between an estate executor and an estate administrator?

Understanding Estate Administration and Probate Probate is a legal process in which all estates must go through, as long as the estates are contained in a will. The primary goal of probate is to transfer assets out of the deceased person’s name into the name Read More …

6 Estate Planning Must-Haves

A common misconception is that having an estate plan simply means drafting a will or a trust. However, there is more to include in your estate planning to ensure that all your assets are seamlessly transferred to your heirs. A successful estate plan should also Read More …

Has COVID-19 Caused an Increase in Electronic Wills?

After seeing a dip in the number of U.S. COVID-19 cases, cases are rising again and at an alarming rate. The devastation from the initial wave of COVID-19 is far from over, and now the country is reeling again as the disease’s deadlier cousin, the Read More …

What will happen if you don’t have an estate plan?

An estate plan is key to guaranteeing that all of your best interests are met when the time comes. The very first step to planning for your future pertains to making the decision to create an estate plan. This plan typically includes drafting a will, Read More …

10 Essential Estate Planning Steps for 2021

Tips 1&2- Prepare for Your Future by Drafting a Will and Selecting an Executor Drafting a will is essential to the distribution of your assets upon your passing. This document gives you the ability to decide exactly how your estate will be managed upon your Read More …

How to Discuss Estate Planning with Your Loved Ones This Holiday Season?

How to discuss estate planning with your loved ones this holiday season? With the holiday season coming around and the gathering of family members you probably have not seen in quite some time, it is the perfect time to discuss estate planning for the future. Read More …

Why do Rich Young People Die Without a Will?

Young Individuals Seem to Believe Life is Endless: Young members of society are constantly focused on the present and the upcoming near future. It is highly unlikely that a 30 year old has begun planning for his potential death. In fact, many young individuals follow Read More …