skip to Main Content
An Overview of Co-Agents

An Overview of Co-Agents

Choosing which of my two children will be my legal representative when I need help paying my bills and talking to doctors is a difficult decision for me. Can’t I just name them both?  You can, but please don’t. You…

Incorporating Cryptocurrency Into Your Estate Plan

Incorporating Cryptocurrency Into Your Estate Plan

When it comes to digital assets, traditional estate planning elements are mostly obsolete. Crypto-assets may comprise significant individual wealth in the forms of cryptocurrencies like Bitcoin and noncurrency blockchain tokens. If you own any of these asset classes, addressing complex…

An Estate Plan Should Include a Family LLC

An Estate Plan Should Include a Family LLC

Limited liability companies (LLC) are legal structures that sit between partnerships and corporations. Most small business owners are aware this hybrid legal entity is beneficial for financial management, yet an LLC is also a powerful estate planning tool for much…

Children With Special Needs: Managing Their Money Over Their Lifetime

Children With Special Needs: Managing Their Money Over Their Lifetime

The estate planning of children with special needs presents a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires careful planning. An estate planning…

Your Possessions Are Part of Your Memories

Your Possessions Are Part of Your Memories

Consider that your estate plan has been finalized. It provides care for your home, savings, and investments so that your family will receive those valuable estate items fairly and efficiently. Your plan will also protect your legacy from your children’s…

Think Twice Before Creating Your Own Estate Plan Documents

Think Twice Before Creating Your Own Estate Plan Documents

This is a question we hear all the time. Wouldn’t it be enough to just download a will, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate planning? It’s…

Making an Estate Plan for Unmarried Couples

Making an Estate Plan for Unmarried Couples

Americans over 65 are experiencing divorce and widowhood at record rates, resulting in new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating…

When a Beneficiary No Longer Lives, Who Inherits the Estate?

When a Beneficiary No Longer Lives, Who Inherits the Estate?

What happens to your inheritance if your beneficiary is no longer alive? You may be wondering whether if you leave property to your brother Jim, but he dies before you, would his kids inherit the property in his place? The…

What to Do When Inheriting a Timeshare

What to Do When Inheriting a Timeshare

In a resort where parents purchased a timeshare, a resort agent suggested they sign a deed transferring the share to their children in order for them to continue to enjoy the timeshare after their parents passed. The resort agent suggested…

Back To Top