Do You Need to Review Your Estate Plan?
Happy New Year! When’s the last time you reviewed your estate plan? If it’s been a while, you may want to find yours, dust it off, and read it – you may discover that it’s out dated. For example, if…
10 Planned Giving Terms You Ought to Know
Planned Giving. If you have an estate plan or have considered estate planning, you may want to think about what kind of legacy you’d like to leave through planned giving. Your estate planning attorney can help you achieve your long-term…
What is Planned Giving?
Toward the end of the year and beginning of the New Year, you may think about your legal, financial, and tax planning. You may also consider giving to one or more charitable organizations. Combine these together and you have the…
Estate Planning Horror Story: The Perils of Not Planning Properly
Estate planning requires careful planning. Don't listen to neighbors who claim you don’t need to hire an attorney or that you have plenty of time to get your affairs in order. You never know what lays down the road. Here’s an…
Estate Planning Horror Story: Not Understanding Your Plan Can Cost You
Imagine if the following happened to you: A decedent disinherits her daughter in her Last Will and Testament believing it meant that the daughter would not receive any of client’s assets when decedent passes away. Unfortunately, the mom forgot that…
My Neighbor Said I Shouldn’t Invest in the Stock Market
Does your neighbor like to give you advice? Perhaps the latest you received is that you shouldn’t invest in the stock market because it’s too risky. Unless your neighbor is a financial advisor, you may not want to listen to…
My Neighbor Says Add My Child to my Asset
We all have them…A well-meaning neighbor. Yours may have an interest in law. And thanks to popular “legal” television shows, he or she may attempt to give you advice based on fictional or so-called “real” cases. For example, if your…
My Neighbor Says I need a Revocable Trust. Do I?
Are you taking legal advice from your neighbor? For example, Sally, your neighbor of 10 years, may be a novice legal eagle who thinks she knows the difference between a will and revocable living trust and tells you which document…
How to leave money to a charity
Many people are picking a charity or charities and choosing to leave all or a portion of their estates to nonprofits – they’re leaving a legacy of helping the less fortunate, from hunger centers to art-based nonprofits - they’re leaving…