Paying for Your Grandchildren’s Education
The bond between a grandparent and grandchild is a very special one based on respect, trust and unbounding love. When preparing one’s estate plan, it’s not at all uncommon to find grandparents who want to leave much or all of their...
Avoid Family Feuds through Proper Estate Planning
A family feud over an inheritance is not a game and there is no prize package at the end of the show. Rather, disputes over who gets your property after your death can drag on for...
When to Involve Adult Children in the Estate Planning Proces
Individuals who are beginning the estate planning process may assume it's best to have their adult child(ren) join them in the initial meeting with an estate planning attorney, but this may cause...
8 Things to Consider When Selecting a Caregiver for Your Senior Parent
As a child of a senior citizen, you are faced with many choices in helping to care for your parent. You want the very best care for your mother or father, but you also have to take into consideration your personal...
Events Which May Require a Change in Your Estate Plan
Events Which May Require a Change in Your Estate Plan
First, we wish everyone a Happy New Year. For our first newsletter of the year, we thought we would discuss changes to your estate plan when events happen in your life.
Creating a...
Considering Online Estate Planning? Think Twice
The recent proliferation of online estate planning document services has attracted many do-it-yourselfers who are lured in by what appears to be a low-cost solution. However, this focus on price over value could mean your wishes will not be carried out and,...
Preparing Again for Another Hurricane Season.
Well June 1st has passed and as you know, it is the beginning of hurricane season. As always,...
People. The Essential Component of Your Estate Plan’s Success
Properly drafted estate planning documents are integral to the success of your legacy and end-of-life issues. Iron-clad estate planning documents, written by a knowledgeable attorney can make a difference bewteen success and failure of having your wishes carried out. However, there's more to...
Common Estate Planning Mistakes Regarding Life Insurance and IRA’s
Common Estate Planning Mistakes Regarding Life Insurance and Individual Retirement Accounts (IRAs)
For many people, life insurance and/or retirement savings accounts are among the largest assets they have to bequeath to their children and grandchildren in...
Where do we stand with Estate Taxes
2013 Changes to Federal Estate Tax Laws
I have been fielding a lot of questions about the current status of Federal Estate Taxes. I have posted a newsletter about this in January, but thought it might be well to reiterate those changes again.
Changes...