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Special Planning Considerations For Your Spouse

Mon 8 Jun, by on Estate Planning, Probate

Special Planning Considerations For Your Spouse

You have searched for and found the love of your life, maybe your first love, or maybe after a previous relationship or marriage. As you have built your life together, you have probably weathered your fair share of storms and grown stronger because of them. To prepare for the future and the possibility of no longer being around for your spouse, it is important that you plan now to protect the surviving spouse later. As …

Are All of Your Financial Ducks in a Row?

Thu 4 Jun, by on Estate Planning, Probate

Are All of Your Financial Ducks in a Row?

In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress have passed similar resolutions since then designed to encourage financial literacy so that individuals are better prepared to manage their money, credit, and debt. Nevertheless, in the fourth quarter of 2019, U.S. household debt, which includes student debt, credit card debt, auto debt, mortgages, home equity loans, and other debts, exceeded $14 trillion for …

Having a Conversation With Your Family About Their Estate Plan

Wed 3 Jun, by on Estate Planning, Probate

Having a Conversation With Your Family About Their Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey carried out by Caring.com, 57% of adults in the United States have not prepared any estate planning documents such as a will or trust despite the fact that 76% viewed them as important. …

The Only Constant in Life is Change

Wed 3 Jun, by on Estate Planning, Probate

The Only Constant in Life is Change

When circumstances change, so should your estate plan. Your estate plan was written to reflect your situation at a specific point in time –  and – as we all know – our lives continually change, unfolding in ways we might not have anticipated. Just like you meet with your doctor, financial advisor, or CPA on a regular basis, you need to meet with us on a regular basis as well. In this issue, we: Identify …

When Is It Critical to Review Your Estate Plan, and Why?

Wed 3 Jun, by on Estate Planning, Probate

When Is It Critical to Review Your Estate Plan, and Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time we see a doctor. Similarly, an annual planning meeting isn’t the only time you need to consider your estate plan. …

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