Estate Planning

How you choose to talk about your estate plan and wishes with someone will vary depending on the nature of your relationship and their role in your plan.

The Special Needs Trust is generally intended to improve the beneficiary’s quality of life by covering select expenses such as education, transportation, personal care, therapies, technology, recreation, etc.

If you think that an Inheritance Segregating Trust might be suitable to deliver inheritance to one or more of your beneficiaries, you should work with an experienced estate planning attorney to revise or create your Revocable Living Trust.

Oftentimes, the most frustrating and easily preventable aspect of estate administration is getting an accurate list of all assets and liabilities a young adult has. This includes vehicles, bank accounts, retirement accounts, credit cards, student loans, etc.

Learn how estate planning for minor children protects your kids’ care and inheritance if you become incapacitated or pass away.

Going through divorce? Review your estate plan and beneficiary designations to keep your wishes aligned with your future.

Business owners need a succession plan for in case of incapacity or death. Learn what to consider and how an estate planning attorney can help.

Not sure how to ask your parents about their estate plan? Learn tactful ways to start this important conversation.

POD and TOD designations can help avoid probate, but used incorrectly they may conflict with your estate plan. Here’s what to know.

Resigning as trustee allows a successor to manage your trust assets for your benefit while you are still alive.

Naming a child as a co-owner instead of an authorized user could unintentionally affect your estate plan. Learn the difference and why it matters.

When a loved one passes away, learn key steps to secure documents, protect property, and prepare to meet with an estate attorney.

Learn how clear estate planning can prevent family feud and protect relationships after a loved one’s death.

Whether you are 18, 48, or 85, you need a Durable General Power of Attorney, so that if you cannot make decisions for yourself, your trusted agents can manage your financial affairs.

Planning a vacation? Learn why estate planning before a trip gives you and your loved ones peace of mind.

Memorandum of Gift lets you leave specific personal items to loved ones without amending your will or trust. Learn how this flexible estate planning tool works and contact our estate law attorneys today.