Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

by | Nov 13, 2020 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Health Care Directive, High Net Worth

Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late....
Will Your Estate Plan Actually Work When Your Family Needs It?

Will Your Estate Plan Actually Work When Your Family Needs It?

by | Nov 6, 2020 | Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Health Care Directive, High Net Worth, Income Tax, Inheritance, Intellectual Property, Kids Protection Planning, Non - US Citizen, Probate Litigation, Real Property / Real Estate, Retirement, Special Needs Planning, Trusts, Wills

If you’re like most people, you likely think estate planning is just one more task to check off of your life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online...
4 Reasons Why You Can’t Afford to Go Without An Estate Plan

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

by | Oct 23, 2020 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Inheritance, Intellectual Property, Kids Protection Planning, Probate, Real Property / Real Estate, Retirement, Trusts

October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love has yet to...
What You Should Know Before Agreeing to Serve as Trustee

What You Should Know Before Agreeing to Serve as Trustee

by | Oct 8, 2020 | Articles, Asset Protection, Estate Planning, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Wills

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both...