May 13, 2023

National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

By |May 13th, 2023|Estate Planning|Comments Off on National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

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 [...]

May 8, 2023

Mental Health Awareness Month: How An Estate Plan Can Help Improve Anxiety

By |May 8th, 2023|Estate Planning|Comments Off on Mental Health Awareness Month: How An Estate Plan Can Help Improve Anxiety

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 [...]

May 3, 2023

Are You Single With a Minor Child? If So, You Need a Plan

By |May 3rd, 2023|Estate Planning|Comments Off on Are You Single With a Minor Child? If So, You Need a Plan

Are You Single With a Minor Child? If So, You Need a Plan Single Parents: Protect Your Child's Future With An Estate Plan You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care [...]

Apr 4, 2023

What Happens To Elvis’s Legacy Now?

By |April 4th, 2023|Estate Planning|Comments Off on What Happens To Elvis’s Legacy Now?

What Happens To Elvis's Legacy Now? The Complicated Future Of Elvis Presley's Legacy: Navigating Lisa Marie Presley's Estate Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and a considerable estate. Elvis’s estate, including Graceland, ended up in the hands of [...]

Apr 4, 2023

What To Do With A Loved One’s Used Medical Equipment

By |April 4th, 2023|Estate Planning|Comments Off on What To Do With A Loved One’s Used Medical Equipment

What To Do With A Loved One's Used Medical Equipment The Challenge Of Dealing With a Loved One's Belongings After Death After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins. While items with sentimental value or family historical importance may have [...]

Apr 4, 2023

Garn-St Germain Act: What You Need To Know

By |April 4th, 2023|Estate Planning|Comments Off on Garn-St Germain Act: What You Need To Know

Garn-St Germain Act: What You Need To Know Understanding Due-On-Sale Clauses In Estate Planning It is important to let your estate planning attorney know if you own real estate that is subject to a mortgage. Most mortgages include due-on-sale clauses stating that, upon the transfer of the mortgaged property, the entire amount of the [...]

Apr 4, 2023

Four Important Considerations If You Win The Lottery

By |April 4th, 2023|Estate Planning|Comments Off on Four Important Considerations If You Win The Lottery

Four Important Considerations If You Win The Lottery Managing An Unexpected Wealth Win: What To Do On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment [...]

Mar 30, 2023

The Crossroads Of Estate Planning & Immigration: Key Concepts In International Estate Planning

By |March 30th, 2023|Estate Planning|Comments Off on The Crossroads Of Estate Planning & Immigration: Key Concepts In International Estate Planning

The Crossroads Of Estate Planning & Immigration: Key Concepts In International Estate Planning International estate planning is a growing trend for many families in the United States and throughout the world. Unfortunately, some families don’t realize the legal issues involved in their estate plan until it is too late to take advantage of the [...]

Mar 7, 2023

Ways Your Will Can Be Revoked

By |March 7th, 2023|Estate Planning|Comments Off on Ways Your Will Can Be Revoked

Ways Your Will Can Be Revoked Importance Of Having A Will & The Need To Keep It Updated A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an advance healthcare directive) is a foundational estate planning document. However, according to Gallup, only [...]

Mar 7, 2023

Have You Chosen The Right Trustee?

By |March 7th, 2023|Estate Planning|Comments Off on Have You Chosen The Right Trustee?

Have You Chosen The Right Trustee? What's The Difference Between A Trust & A Trustee Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What [...]

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