Milennials Can Benefit from Estate Planning

If you ask any Millennial to write down a list of their plans, there’s a good chance that it will include things like vacation experiences, career accomplishments, and accomplishing their family goals. That said, there’s a good chance that they’ll overlook estate planning entirely. It can certainly be said that Millennials may be more prudent… Read More »

Five Steps to Finally Tackle Your Estate Plan

Planning for the handling of your estate and writing a will can be a difficult topic as it enforces you to confront your own mortality. However, there are numerous different examples of why it’s so important to engage in your estate planning. Most importantly, all of the celebrity deaths that lead to catastrophic mistakes that… Read More »

Did You Know That Your Own Health Is the Biggest Wild Card for Your Retirement/Estate Planning?

There are two important things you can do to help make your transition into and beyond retirement as successful as possible. The first is to live healthy. This will give you the greatest chance of living a long and healthy life without the additional challenges of having to rely on nursing home care or other… Read More »

What are Some of the Life Changes that Prompt an Update in Your Estate Plan?

It’s a good time to think back about the life changes that you may have gone through in the previous year and determine where it’s appropriate to contact your bank accounts, life insurance companies and retirement accounts in addition to scheduling an appointment with your estate planning lawyer. Many individuals neglect the estate planning process… Read More »

Which Assets Make the Most Sense to Give to Charity?

If you’ve decided that a portion of your estate should go to charity, this is a worthwhile endeavor that allows you to give back philanthropically. However, it is important to consider that what you choose to give to charity has tax implications. Doing good for someone else does not always necessarily mean doing well for… Read More »

Major Steps Accomplished by Establishing a Pet Trust

Thinking about what will happen to your assets after you pass away is an important conversation and one that should be conducted with the help of an estate planning attorney. However, planning for the future goes beyond thinking about what you’ll leave behind for your beneficiaries and what you will do to minimize your taxes…. Read More »