Category: Estate Planning

For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive – and were primarily for wealthy people. Those who favored trusts told the story of Ellen. When […]

Most people are aware they should have some sort of estate plan in place. However, knowing something is true and acting on it are two different things. This is especially true when it comes to complicated and uncomfortable topics like preparing for the end of one’s life. Fortunately, there are a few different strategies people […]

Many people feel they do not need to revisit the issues of estate planning once their wills or trusts are in place. However, revisiting an estate plan is one of the best ways to refine it and ensure one’s assets are protected. For help re-evaluating or modifying your own estate plan, please contact an experienced […]

Losing a loved one can be emotionally, mentally and physically draining. However, death can also raise a number of legal complications for a family, especially if the deceased did not create a will prior to his/her passing. No family should have to grapple with this strain, while also grieving the loss of a loved one. […]

Thinking about your eventual death can be difficult but preparing for it by creating a will or establishing a trust is one of the best ways to ensure your loved ones are provided for after you are gone. Initiating this conversation can be difficult, even for those whose children have reached adulthood, so we’ve included […]

Much of the life insurance purchased over the past 15-20 years for estate planning purposes was of a type known as guaranteed universal life insurance. It was (and is) popular in estate planning because it was generally less expensive to buy than traditional whole life, yet it came with a guarantee such that the risk […]

In the midst of the trauma of divorce, few couples are thinking first (or at all) about their estate planning. But it is very important that your planning be reviewed by your team of advisors, possibly including your attorney, your financial advisor, your insurance professional, and your CPA. All aspects of your financial situation will […]

Friends and colleagues of ours are heading out for a two week vacation in Greece. They are celebrating their 30th anniversary with a few days in Athens and then the rest of the time on the beautiful island of Milos. It should be an amazing trip, and also a reminder to all to make sure […]

Creating an estate plan requires the collection of a variety of different documents, including financial records, deeds, and documentation related to personal matters. For help drafting a new will, creating a trust, or otherwise preparing to plan your estate, please contact one of our experienced estate planning attorneys today. Organizing Estate Planning Documents Working with […]

Most of us don’t like to contemplate our own deaths, but while it may be unpleasant, it is often necessary, especially for those who are planning their estates. In fact, this is actually one of the best ways that a person can ensure that their loved ones are taken care of after they pass away. […]