AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
Why “Just a Will” Is Never Enough
3 Essential Questions to Ask Before Creating Your Will Online
How To Choose the Right Trustee
What Your Last Will & Testament Will (And Will Not) Do—Part 2
What Your Last Will & Testament Will (And Will Not) Do—Part 1
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
Probate: What It Is & How To Avoid It—Part 2
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
Will and Trusts
When Something is NOT Better Than Nothing—Part 2
Last week, we shared the first part of this series discussing the hidden dangers of do-it-yourself estate planning. In part two, we cover one of the greatest risks posed by DIY documents. You might think you can save time and…
When Something is NOT Better Than Nothing—Part 1
Go online, and you’ll find tons of websites offering do-it-yourself estate planning documents. Such forms are typically quite inexpensive. Simple wills, for example, are often priced under $50, and you can complete and print them out in a matter of…
Trustees Should Carefully Consider the Role’s Duties and Obligations—Part 2
Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in part two, we discuss the rest of a trustee’s core responsibilities. Being asked to serve as trustee…
Trustees Should Carefully Consider the Role’s Duties and Obligations—Part 1
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a…
A Special Needs Trust Can Protect the Future of Your Child with Special Needs
It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and care of their child is properly handled.…
The Key Differences Between Wills and Trusts
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you…
Ready to Write Your Will? Consider This Before You Go It Alone or Online.
A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out…
How to Ensure Your Pets Are Protected in the Event of Your Death or Incapacity
If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you. Unfortunately, wishing for their good fortune isn’t enough. Too many animals are abandoned when their owners die and face rehoming,…
The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case
DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are turning to online services to meet their legal needs, maybe even you. Here’s what you need…
Easy Mistakes to Avoid When Passing Assets to Your Child
Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that you want. But your efforts in completing this important, yet somber task…
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