Integrating a Community Property Trust Into Your Estate Plan Careful, trust-based estate planning is the best way to ensure the highest quality of life for you and your loved ones. But, a well-crafted estate plan consists of many parts. Couples with highly appreciated accounts or property (something that is worth more now than when [...]
Three Things You Must Do To Protect Your Family If You Are Recently Unemployed If you have recently lost your job, you are not alone! Inflation has skyrocketed in the United States over the past couple of years. Some smaller businesses have not been able to survive the increased expenses, putting employees out of [...]
Why Can’t We Have a Joint Trust If We Are Not Married? Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do not live in a state where their estate may be subject to a state death tax. Compared to separate trusts, [...]
Has Your Client Outgrown Their Estate Plan? As estate planning attorneys, we work hard to set up estate plans that fit a client’s needs and ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they accurately reflect a client’s circumstances and current state and [...]
The Death Of Raquel Welch & What Her Estate Plan Is (Or Might Be) Raquel Welch, whose acting career spanned five decades, passed away in February at the age of eighty-two. Welch appeared in more than thirty films and fifty television series, won a Golden Globe Award, and has a star on the Hollywood [...]
Planning a Barbecue Is Like Planning Your Estate For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true for estate planning, too. Just as preparations are [...]
Helping Clients Embrace Estate Planning Etiquette May is National Etiquette Month, and the goal is to encourage all people to act with consideration, respect, and honesty in their interactions with others in their everyday lives. Etiquette can also play a role in estate planning. A well-crafted estate plan ensures that your client’s wishes are [...]
National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remodeling Month. In 2023, over [...]
Mental Health Awareness Month: How An Estate Plan Can Help Improve Anxiety How Estate Planning Can Help Reduce Anxiety About The Future Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their [...]
Help Your Clients Polish Up On Their Estate Planning & Personal Etiquette This Month: Important Probate Rules Everyone Should Know When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who [...]
