[See our Disclaimers page about relying on this website’s contents.] Humans dominate the animal kingdom partly because we possess physical and mental abilities to change our environment and behavior deliberately. More than that, a person’s values elevate the person above the crude comfort and self-preservation instincts that define other creatures. The power to conceive and […]
[See our Disclaimers page about relying on this website’s contents.] People often forget to keep their important papers in order. Disorganization can rob you of the chance to react quickly in critical or important moments. Disorganization can lead to serious errors after your death or if someone is helping you manage your business during a […]
[See our Disclaimers page about relying on this website’s contents.] Think for a moment about what “last will and testament” means to you. Maybe the term reminds you of a movie with a widow dressed in black, perhaps wearing a black veil. You may think about a deceased person’s family gathered at a lawyer’s office […]
New clients often ask us to prepare wills and we prepare wills for most of our estate planning clients. We tell clients that wills are important to deal with the business of dying, but death is not usually the biggest issue. A debilitating stroke or other illness can make a power of attorney (often called […]
[See our Disclaimers page about relying on this website’s contents.] Financial experts often say that if you die without a last will and testament, the state will decide who gets your assets. That statement is true if you die owning assets without joint owners and without naming beneficiaries of bank accounts, insurance policies, retirement plans, […]
[See our Disclaimers page about relying on this website’s contents.] As our local schools reopen consider this wish list: new band instruments and industrial arts resources for our schools; new audio equipment and nursery facilities for local church congregations; enhanced pediatric resources for our hospitals; and improved family recreation resources in our parks. Your local […]
[See our Disclaimers page about relying on this website’s contents.] Most families experience intense grief and sorrow when a loved one dies. The grief sometimes turns to frustration and depression when family members must organize the deceased person’s records, gain control of the person’s finances, and sell, distribute, or dispose of the person’s property. Many […]
[See our Disclaimers page about relying on this website’s contents.] Trusts have become the some of the most widely known and misunderstood documents in estate planning practice today. Skilled trust lawyers use them to help their clients achieve their estate plan goals. Do-it-yourselfers misuse them to avoid “probate” and create wealth sinkholes that devour assets. […]
Retirement plans, annuities, and life insurance policies are great tools to accumulate and protect wealth for some people. However, all investments require some attention to details regarding beneficiary designations and ownership choices. None of these tools fits everyone and some tools can be inappropriate for some people. A knowledgeable estate planning attorney uses these financial […]
[See our Disclaimers page about relying on this website’s contents.] This article concludes a two-part series of about joint bank accounts and other kinds of asset co-ownership (click here to read Part 1). Joint Accounts – Name Sequence Some people mistakenly think that it makes a difference whether someone’s name appears first or second on […]
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