Estate Planning, Probate & Elder Law Tips, Tricks, News, Upcoming Events & More

Congrats on Having an Estate Plan…But, Where Are You Storing It?
So, you’ve got an estate plan… congrats. You’re officially better prepared for the future than two-thirds of the population. According to new data, only 33% of US adults have drafted any kind of estate planning...

Estate Planning Trends: Generational Differences in Estate Planning
Believe it or not, your birthday probably has a big effect on how you think about estate planning. However, we are not talking astrology. A Scorpio with a moon in Gemini isn’t more likely to...

This is So Unfair: Let’s Talk About Unequal Inheritance
Fair doesn’t always mean equal. If you’re out for dinner with your kids aged two and ten, you’re not going to order them the same meal. Likewise, if you’re at a CrossFit class with a...

Protecting Your Family’s Security: Integration of Your Estate Plan and Your Financial Plan
If you’ve been following our blog, you know that estate planning is an important step in protecting your family’s financial security. Whether drawing up a Will or establishing a Trust, an Estate Plan is an...

Four Simple Steps to Take the Pain out of Probate Court
If there is not a good reason to probate an Estate (and, sometimes, there is) probate court is one of those places you don’t want to visit. Surprisingly, compared to other states, the probate process...

3 Easy-to-Overlook Estate Planning Considerations
People avoid Estate Planning, either because they never outgrew that teenage feeling of invincibility, or because they overestimate the complexity of the task. Yes, drafting your Estate Plan is one of the most important things...

How to Talk to Your Children About Your Estate Plan
As a parent, you know all too well that awkward conversations come with the territory. There’s no avoiding telling your kids about the birds and the bees and—whether you like it or not—you’ll one day...

The Unique Considerations of Protecting Your Family as a Single Parent
Single parents know all too well that their every decision carries double the weight. When you’re flying without a co-pilot, there is no margin for error…which is why instituting mechanisms to protect your family is...
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