Posts

Common Quarrels in Probate Proceedings: What you should know

Losing a relative and dealing with family conflict can be emotionally and financially draining. It is to forestall the possibility of internal squabbles after their passing that clients are advised to put in place a ‘quarrel-proof’ estate plan.

But, let’s say that this is no longer possible as your relative has passed and there is intra-family conflict over asset distribution. … Read more

your child

When your child turns 18, have him or her do this!

Turning eighteen in the United States usually equates to being “grown’ish”. Oftentimes, 18 means your child is leaving the nest for the first time — and hopefully for the last time, right? This includes going to college, joining the military or moving to a major city in order to make their dreams a reality.… Read more

special needs

Estate-planning solutions for children with special needs

It can be one of the most stressful decisions you’ll make as a parent, planning the estate for children with special needs. You sacrifice time and finances, sometimes having to forego employment responsibilities, in order to ensure proper care for your younger loved ones.… Read more

estate planning

Why You Need to Talk to Mom and Dad About Estate Planning

During the holiday season, there are many events that we look forward to- trimming the tree, cooking with our family, and enjoying time with our loved ones over the exchanging of gifts. One exchange that your family could be avoiding, however, is the conversation that is most important: what will occur when one, or both, of your parents pass away.… Read more

do it yourself

Do Your Own Will & Trust If You Do This One Thing

Let’s start with a question: True or False? “You should create your own plan (will/trust/powers of attorney) or do it yourself instead of letting someone else create it for you.” Be careful to think this one through before answering. If you have read my article on “Will Kits” [1] you’re probably thinking “False!… Read more

529 college savings plan

4 Great Reasons For A Trust Plus Your 529 College Savings Plan

Congratulations on planning ahead for your child’s educational future! A 529 college savings plan is a great idea for many families. Now that you have established the 529 plan, you may be wondering if you should still talk to an attorney about creating a trust to handle any assets you leave behind?… Read more