You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly, and everything seems to be accounted for. But what if you have forgotten something? Are you willing to update your plan every time you acquire […]
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people (known as disinheriting them) from your estate plan, including your parents, siblings, and adult children. But there are special protections built into the law that may help protect a […]
Ask any parent about their goals for estate planning, and their first answer will be their wish to provide for their children. This goal is most effectively accomplished through an estate plan where parents can officially and formally express their wishes and intentions for providing for said children. There are two primary options for leaving […]
Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses on surviving spouses, children, grandchildren, and charities, many pet parents wonder what could happen to their “furry children” after their death. Enter the pet trust. This tool is something that can be easily incorporated into a new […]
