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Is adding child to bank account enough for estate planning? Learn about probate avoidance, hidden risks like creditors, and better alternatives like living trus
How To Talk To Your Parents About Estate Planning (Without Ruining Dinner)
Estate planning conversations can be awkward. Whether you’re discussing your own plans with loved ones or bringing up the subject with aging parents, these discussions require careful thought and sensitivity. Here are some tips on how to approach these important conversations in a way that strengthens family bonds rather than straining them. Before I dive […]
You Can’t Update Your Estate Plan If You’re A Ghost
The spooky season is upon us! As the days grow colder and darker, Halloween decorations emerge, and we settle onto the couch for scary movies and candy corn (at least, I do). But there’s something even spookier than any ghost or goblin: the thought of leaving your family to navigate the unknown without a solid […]
How Much Life Insurance Do You Really Need? Let’s Figure It Out Together
Here’s a question I hear all the time. “Do I really need life insurance?” And right behind it comes, “How much should I actually have?” Let me answer the first one right away. Yes, you really should have life insurance as part of your comprehensive estate plan. I remember a time when I let my […]
How to Choose a Nursing Home Without Losing Your Mind or Your Money
Let’s be honest — no one dreams of picking out a nursing home. But when the time comes, whether for yourself or someone you love, making the right choice can mean the difference between peace of mind and panic mode. The good news? With a little planning (and maybe a friendly estate planning attorney in […]
Should I Transfer My House To My Child While I Am Still Alive?
When creating an estate plan, many clients ask whether transferring their property to their children while they’re still alive is a smart decision. The answer is “it depends.” Making this transfer can have lasting impacts—both positive and negative—on family dynamics, finances, and estate planning. So, without further ado, let’s dive into the pros and cons […]
Everything You Need To Know About Setting Up An Educational Trust For Your Grandchildren
We all want the best for our grandkids. Americans are often in a better financial position later in life to help our youth finance their education. Wouldn’t it be amazing to send the grandkids off to college with a suitcase full of cash? However, most of us need to take a smarter approach. That’s where […]
How To Involve Your Family In Your Estate Plan
When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is integral to the process is often the one reason […]
