Although we are only a few weeks into the New Year, many of us have already forgotten about our resolutions, or are putting off what we intended to accomplish at the start of the year. If completing your estate plan in 2014 was one of your resolutions, then you’re ahead of the game. Many of us procrastinate because it is difficult to contemplate our own incapacity and mortality. It is also … [Read more...] about Plan for Incapacity and Avoid the Need for Guardianship
American Academy of Estate Planning Attorneys – Highlights of Fall Summit
Recently I attended the Fall Summit of the American Academy of Estate Planning Attorneys. Legal experts from around the country presented valuable information on many topics that are common concerns for our clients. Some areas discussed, that I found extremely valuable, were: The Federal Estate Tax Portability Law: This law allows a surviving spouse to elect to use the deceased … [Read more...] about American Academy of Estate Planning Attorneys – Highlights of Fall Summit
Six Reasons Most People Need an Estate Plan, Part 1of 2
If you haven’t taken time to consider the use of an estate plan, you may have been unsure whether you actually need a plan. The truth is most people do need a plan. Without a plan, there is no protection in place for the future. Take a look at the following 6 reasons why most people do need a plan. If you have any questions, or if you’re ready to create your estate plan, contact an estate … [Read more...] about Six Reasons Most People Need an Estate Plan, Part 1of 2
The Importance of Incapacity Planning
Accidents, illnesses, and unexpected events can happen at any time and this is why it's important to have incapacity planning in place. Many people neglect to include this type of planning in their estate plan, and then find that they aren't prepared when they need it most. If you want to always be in control of your life choices, you need to handle this aspect of planning. Take a look at the … [Read more...] about The Importance of Incapacity Planning
