Estate Planning Blog

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Can Cryptocurrency Be Part of an Estate Plan?

November 29, 2021
If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.
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Drafting Your Own Will On-Line Could be Costly.

November 27, 2021
An online form or a DIY will kit may be a more cost-effective option. However, hiring a lawyer could save you money in the future.
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Can My Agent Change My Will?

November 25, 2021
Power of attorney is one of the most important legal forms for estate and elder care planning. Along with wills and trust documents, it is a critical document for arranging one’s affairs.
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Why Is a Living Trust Important?

November 24, 2021
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
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How Do I Align Retirement Planning with Planning for a Special Needs Child?

November 15, 2021
As parents of children with special needs age, they should revisit the decisions they made—sometimes many years ago—regarding guardianship, beneficiarie, and other aspects of their child’s care.
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What Documents Do I Need in My Estate Plan?

November 9, 2021
An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.
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Do You Need a Revocable or Irrevocable Trust?

November 8, 2021
On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
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Why Do Families Fail when Transferring Wealth?

November 6, 2021
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
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Estate Planning Mistakes to Avoid

November 4, 2021
According to a survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.
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What Is a Dynasty Trust?

October 26, 2021
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
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