Major life changes can impact your estate plan which is why it’s so important to schedule a regular meeting with your estate planning attorney. Changes including alterations in your health status, a new job, caring for a special needs child, the birth of a child, a marriage or divorce, the death of a family member,… Read More »
Blog Posts Page 4
Why Seniors Need to Consider Updating Their Estate Plan When a Spouse Passes Away
When a beloved spouse passes away, it can be overwhelming to determine the next steps that you need to take in order to protect yourself. There are many different items and paperwork details that you need to take care of but this process can seem confusing if you do not have an experienced estate planning… Read More »
What Should We Put Inside a Will?
There are three primary goals that you should attempt to accomplish in putting together your will. Naming a guardian for your children, determining who oversees your assets when you pass away, and identifying your estate executor. Aside from determining who to name as guardian of your children and determining how to divide your assets, you… Read More »
The Four Key Duties of a Fiduciary
Selecting someone else to make financial decisions on your behalf might initially seem nerve-wracking or overwhelming, but it’s an important step to take in the process of estate planning. Before doing so, however, you need to think carefully about the person you intend to step into this role and educate yourself about what a fiduciary’s… Read More »
When is Disclosure of What’s Inside Your Estate Plan a Poor Choice for Your Family?
As your children grow older and become adults, it may be tempting to keep them informed about what is outlined in your estate planning documents. In the vast majority of situations disclosure can make a lot of sense. However, there are some families in the unique position that makes disclosure more or less not advisable…. Read More »
New Baby? It’s Even More Important to Put Together Your Estate Plan
If your family is like most of those across the United States, there’s a good chance that estate planning is probably one of those items on your to-do list that’s simply been overlooked many times. Far too many people in the U.S. have put estate planning off because they don’t think it applies to them…. Read More »
Two Ways to Start the Estate Planning Conversation with a Spouse
It’s hard enough to face the topic of your own mortality, but estate planning challenges abound when your spouse just doesn’t want to broach the idea at all. Trying to get a loved one on board with this critical conversation is worth it, but it’s not always easy. There are two primary ways that you… Read More »
Four Things You Need to Know for Your Retirement Planning To-Do List
As you approach the holidays, there’s a chance that there are plenty of different things on your to-do list but it’s well worth your time to add retirement planning checklist onto the growing group of things you need to approach. Here are four things you need to keep in mind as you approach retirement age…. Read More »
Why Might It Make Sense to Avoid Probate in Georgia?
Most people have heard the general advice that it’s a good idea to engage in estate planning with an experienced attorney because it assists with avoiding the probate process. While it is certainly true that one of the most commonly explored aspects of estate planning has to do with avoiding probate, you may not actually… Read More »
Helping Your Parents Plan Ahead for Their Estate and for Minimizing Taxes
As you get older you may be more conscious of your parents’ estate planning steps and be interested in how you can assist them with this process. There are many things you can do to help your parents maximize the value of their estate and minimize the potential influence of taxes. Ultimately, this can… Read More »