Wills

Sometimes, after a person has a will in place, they experience a major change in their life, such as: a marriage, a birth of a child or a drastic shift in their financial circumstances. Such changes can give rise to significant estate planning concerns, and it can be...

The future is unknown and preparing now for the future is a responsible decision that may guard your family and your wishes down the road. If you are thinking of creating your own estate plan, one of the key documents to any estate plan is the last will and testament....

In this blog post, we'll continue to discuss those components that make up a comprehensive estate plan. In our last post we discussed how both a will and beneficiary designations can be used to pass along wealth and assets to loved ones and intended parties. In this...

Despite the significance, many people fail to establish a comprehensive estate plan. In fact, according to a 2011 Harris Interactive Survey, only 43 percent of U.S. residents even have a will. For some, the process of contemplating death and the fate of loved ones...

A new client was recently referred to me by a colleague. The client had gone online and prepared her own Will, and my colleague was concerned that it might not be valid. I reviewed the client's draft Will, and although it was awkwardly written and contained provisions...