Estate Planning Documents for Children Over 18
Recommended steps to get a basic estate planning foundation in place for a child over 18, so parents can still be involved and help them.
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- 4 min
Who Should Have a Copy of My Trust?
Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.
218 views
- 7 min
Can a Living Trust be Electronically Signed and Remotely Notarized?
The COVID 19 pandemic has created a perfect storm. On one hand, the demand for trust and estate planning has surged. It seems as though...
1,278 views
- 5 min
Signing Estate Planning Documents During COVID-19
There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.
278 views
- 3 min
Differences Between a Will and a Living Trust
There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...
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- 2 min
Power of Attorney: Why You Need One
When the time comes, having a power of attorney is a critical document to have. The power of attorney is among a handful of estate...
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- 3 min
Estate Planning Attorney Advice for Aging Parents
Imagine that a perfectly fine, aging-well parent has a minor stroke and is no longer able to manage their financial or legal affairs....
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- 3 min
Do I Need to Update My Will if I Move to a New State?
As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new...
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- 3 min
Do You Really Need a Lawyer to Make a Will or Trust?
With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living...
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- 3 min
Estate Planning if You’re Childless
Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
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- 2 min
Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
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- 3 min
What are the 3 “Must Have” Estate Planning Documents?
What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...
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- 3 min
Responsibilities of a Financial Power of Attorney
The concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the...
585 views
- 3 min
Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
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- 2 min
How to Talk to Your Parents About Estate Planning
Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...
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- 4 min
What Surviving Spouses Need to Do Immediately
Just last week, I spoke with a client whose trust based estate plan I’d prepared ten years ago. His wife had recently passed away. The...
65 views
- 4 min
Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...
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- 3 min
Proper Estate Planning Can Prevent Family Fights
If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
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- 3 min
Six Common Estate Planning Mistakes That You Can Avoid
The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...
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- 3 min
Preparing for the Inevitable: End of Life Decisions
My Dad broke his hip two weeks ago. After he was admitted to the hospital, I had the difficult but important conversation with his...
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