Estate planning can help you secure your legacy and better ensure your loved ones are taken care of after you pass. While creating a plan is the responsible thing to do, there are some mistakes that you could make that may impact the plan you create. Knowing what the...
Providing Peace Of Mind
For You And Your Family
Estate Planning
A guardian’s bond: What to know about this bond
An executor is not the only party required to give a surety bond to protect beneficiaries and interested parties from potential negligence or mismanagement. Before the court appoints a named guardian of a minor child, it may require them to also get a bond. Here is...
Why engage in Swedish death cleaning when estate planning?
Even though Swedish death cleaning may sound like a morbid crime scene cleanup, it’s actually an effective and thoughtful decluttering approach. This unique approach to organizing and decluttering your life before passing has compelling reasons that extend beyond mere...
How can an estate planning lawyer help me?
Many people mistakenly believe estate planning is exclusively for those with substantial wealth. But every adult should consider making an estate plan, regardless of how many assets they have to their name. You need an estate plan if you want to control the...
What are pour-over wills?
The moment you create a standard will is the moment it can start to go out of date. While it will never actually expire, changes in your life will require changes to your will to ensure that it represents your current reality. Thankfully, there is a way to address...
Navigating Estate Planning for Mixed Families
As life progresses, families often become beautifully more complex, with various relationships that include not just direct descendants but also stepchildren and step-grandchildren. For those in their 50s and 60s, it is not uncommon to have created an estate plan...
Medicaid can come after someone’s home after they die
Most older adults qualify for Medicare when they retire. Both employment history and marriage can help people qualify for Medicaid coverage later in life. Retired adults can usually count on Medicare benefits to cover basic medical needs, including emergency medical...
What should your estate plan include?
When preparing for our future with estate planning, the first question we ask ourselves is “What should I include in my plan?” However, there is no one fixed way to create an estate plan. Each person’s situation is different and would require estate planning tools...
What does it mean to die intestate?
Dying intestate refers to passing away without a valid will or estate plan. This situation has specific legal implications for the distribution of assets, guided by the state's intestacy laws. Understanding these rules can help ensure that your assets are distributed...
A trust can fortify your estate plan
All the assets you worked hard to accumulate throughout your lifetime make up your estate. Your estate is the legacy you leave behind. Of course, you would like to protect your legacy from creditors and mismanagement. Estate planning can help you do that, but you may...

