As 2024 ends, it’s a perfect time to review your estate plan to ensure that it aligns with your current circumstances and goals. Reviewing your estate plan can also help you make appropriate changes that will maximize the effectiveness of the estate plan while making sure your loved ones are protected. Reviewing Your Beneficiaries A…Read More
Pet trusts have become increasingly important as more and more people consider pets as part of their family. Read on to learn about the growing popularity of pet trusts and how to include your furry friends in your estate plans. Pet Trusts on the Rise With fewer people choosing to have children, the role of…Read More
September is Healthy Aging Month. This is a great time to focus on maintaining physical and mental health, and assess the ways in which you can improve your life and overall well-being. While it is important to prioritize diet, exercise, and mental health, it’s also crucial to prioritize your future, particularly your estate plan. Read…Read More
Think back to when you were young and excited to become an adult. Perhaps you were looking forward to going to college, traveling without your parents, or simply experience new things on your own. Just as you felt excited to live and experience through many milestones, your children may be itching to do the same….Read More
In today’s digital age, estate planning isn’t just about physical assets and investments—it also encompasses your digital footprint. Whether it’s financial accounts, social media profiles, or sentimental digital content, these assets need careful consideration to ensure they are properly managed and protected after you’re gone. Understanding Digital Assets Digital assets encompass a wide range of…Read More
Divorce is not easy. Among the vast amount of change you go through, managing your estate plan is a fairly big one. Because your needs, wants, priorities and goals change during this time, it is essential to adjust your estate plan to reflect these changes. Read on to learn how to update your estate plan…Read More
Estate planning is critical and essential for all couples including LGBTQ+ couples. While there isn’t a vast difference in the process of drafting estate planning documents between heterosexual couples and LGBTQ+ couples, same-sex couples face unique challenges when dealing with estate plans and end-of-life care and may need to review their current documents. Here are…Read More
Before we consider the need for a trust, it’s important to understand exactly what a trust is. A trust is a legal document that is formed between two or more parties where one person, who is called a trustee, holds property on behalf of another, called a beneficiary. More specifically, a trust is created when property…Read More
Families who have a loved one with special needs have a unique set of challenges. Parents of a special needs child or adult usually have services in place to create a structured and safe environment for them to live a productive life. A trust is also the best way to be sure that your special needs…Read More
