When it comes to estate planning, most people think of a will as the go-to document. But there’s another powerful tool that can offer...

Estate planning isn't just for the wealthy — it's for everyone who wants to protect their loved ones and ensure their wishes are...

If your relationship with your agent has changed or your agent is no longer competent to handle your affairs, you can revoke the existing...

A Power of Attorney (POA) is a document that is appointing an agent, or attorney-in-fact to handle your personal and financial affairs on...

A Special Needs Trust (SNT) is a crucial estate planning tool designed to provide financial security for individuals with disabilities...

Estate planning is one of those tasks that people know they should do but often put off. Despite its importance in ensuring that assets...

Navigating the intricate world of estate planning for aging parents can feel daunting. With concerns about health, finances, and emotions...

Believe it or not, almost 1/3 of the estate planning documents I draft—whether it’s a standard Will or a Living Trust—have pet...

Before appointing someone—or accepting an appointment, as it relates to the Executor of a Will, it’s important to know the duties and...

When a loved one passes away (if they have a Will), his or her estate will likely go through the court-supervised probate process where...

After the passing of a loved one, particularly if they are of an older age upon their passing, it is not uncommon that you might be the...

In reality, the probate process in any state could fill up an entire book, but this blog post will (hopefully) give you a general...

I have found that many people mistakenly believe that having a Will allows their loved ones to avoid probate court, which is simply not...

The term “life estate” often comes up in discussions of estate planning and Medicaid planning, but what exactly does it mean? A life...

It’s a common misconception that some people assume if they are in possession of someone’s Will, and especially if they are the named...

After the passing of a loved one, particularly if they are of an older age upon their passing, it is not uncommon that you might be the...

I know what you’re thinking, just the act of moving alone is a massive undertaking, so the thought of adding another item to your to-do...

As of late, many of my clients are choosing to structure their estate plan using a revocable living trust instead of relying simply on a...

I can guarantee you that if I asked 10 people what the purpose or what the benefit of estate planning is, 9 out of those 10 would say...

According to the CDC, in 2021 a total of 689,308 divorces occurred across the 45 reporting U.S. states. During that same year, 1,985,072...