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Many people fear planning for the future. It's hard to blame them; no one likes considering their own mortality. Plus, planning your estate is seen by many as an unnecessary chore. What is the purpose of making an estate plan, anyway? The truth is, as a responsible person, you probably make adequate preparations regarding [...]

We can't overemphasize the importance of having an estate plan. And while estate planning is as old as personal assets, with the growth of technology over decades past, there’s so much more to talk about. Instead of just giving away your house and car, you now have to consider digital assets estate planning. When [...]

"Nothing is certain but death and taxes," as Benjamin Franklin famously said. That's why estate planning is so critical; you know life has to end eventually, so you might as well be prepared. To get started, you'll need to know about some of the best estate planning tools. There are plenty of estate planning [...]

Are estate planning laws the same in every state? Definitely not! That's why if you've recently moved from one state to another, let’s say North Dakota to California, you might have some reading about state specific estate planning laws ahead of you. The same goes if you own a business with outlets in many [...]

As the old adage goes, "Someone who fails to plan plans to fail." Planning is an integral part of human life, and the Stamp Act of 1797 gave rise to a different type of planning: estate planning. An executor is an integral part of the process. But what is the role of an executor in [...]

Estate planning is essential for any family, be it nuclear or extended. And if estate planning is important for a standard family, how much more important is it be for blended families, with their added members and complexities? Financial and other relevant aspects of a person’s life, when planned carefully in advance, can benefit [...]

Plenty of people think estate planning is only for elderly, wealthy individuals. They may think estate planning holds few benefits for those who are younger or of modest means. The truth is, you don't have to be rich and elderly to reap the benefits of estate planning! You can benefit from it right now. [...]

Many clients for whom we have prepared a living trust ask us about the best place for storing estate planning documents.  From storing such documents with your bank, to providing loved ones with copies, the place you choose for storing your estate planning documents needs to be where your beneficiaries can reach them in the [...]

One of the more high-profile deaths we had in 2020 was of Sir Sean Connery, who died peacefully on October 31, 2020, in his home in the Bahamas at 90 years old. Connery had a prolific, multi-decade acting career, but he was probably best known for his role as James Bond. He was the [...]