Follow our attorney blog to stay up to date on issues related to estate planning and elder law. Whether you already have an estate plan in place or not, our blog will provide reminders of what you need to think about to make sure your plan will meet your needs and help you achieve your goals.
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Surprise! Disinheriting Your Spouse Isn’t That SimpleIt may come as a shock, but in the United States, disinheriting your spouse isn't as straightforward as you might think.
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Estate Planning in Second (or Subsequent) Marriages: How a Lifetime QTIP Trust Can HelpA lifetime QTIP trust helps provide for a spouse, cut estate taxes, keep asset control, and protect heirs—ideal for second marriages and legacy goals.
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The Wrong Successor Trustee Can Derail Your Final WishesChoosing the right successor trustee is vital to ensure effective trust management, family harmony, and long-term success.
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Dower Rights: An Outdated Law Still Influencing Modern Estate PlansHow centuries-old dower rights still impact estate plans today—and why modern couples shouldn't rely on outdated laws to protect their spouses.
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Have a Harmonious Family that Does Not Fight? You Still Need an Estate PlanA solid estate plan is key—family harmony now won’t stop future disputes. Avoid costly contests and protect what you leave for those you care about.
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4 Strategies to Prevent a Will or Trust DisputePrevent estate disputes with legal help, open family talks, protective trusts, and regular updates to keep your plan current and clearly understood.
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The Trust Protection Myth: A Revocable Trust Doesn't Shield Against LawsuitsA revocable living trust does not protect your assets from lawsuits, but it offers other valuable estate planning benefits.
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Warning: Your Current Asset Protection Plan Might Not Be EnoughIn many cases, your current asset protection plan may not be adequate protection for you and your family.
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Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your FamilyYou intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom?
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Money Isn’t the Only Thing That Matters in Estate Planning: Passing on Your Stories and Values to Future GenerationsEstate planning isn’t just about money—preserve your values, stories, and legacy with tools that help guide and inspire future generations. Learn how today.