15 11, 2017

Estate Planning for Unmarried Couples

2018-02-02T22:10:32-05:00November 15th, 2017|

According to Pew Research Center, there are currently about 9 million unmarried couples living together in the United States. That number more than doubled between 1990 and 2010, and continues to grow. About half of those living with an unmarried [...]

18 10, 2017

Avoid These 8 Common Estate Planning Mistakes

2023-09-03T07:50:05-04:00October 18th, 2017|

The most common and most significant estate planning error is failing to plan at all. About half of U.S. adults don’t even have a will, arguably the most basic estate planning document. Unfortunately, many of those who have taken basic [...]

16 10, 2017

The Role of a Prenuptial Agreement in Estate Planning

2018-02-02T22:10:33-05:00October 16th, 2017|

You may think of prenuptial agreements as contracts created in anticipation of divorce. While a standard prenup will contain provisions regarding the distribution of assets should the couple divorce, an agreement executed in anticipation of marriage can also be an [...]

8 10, 2017

Estate Planning for Single Parents

2018-02-02T22:10:33-05:00October 8th, 2017|

Every adult should have a well-considered estate plan, but being prepared is never more important than when you are solely responsible for a minor child. Like anyone creating a comprehensive estate plan, you’ll need a will or a living trust—or [...]

1 10, 2017

Millennial Wealth Management and Estate Planning

2018-02-02T22:10:33-05:00October 1st, 2017|

The popular press has a lot to say about Millennials—a loosely defined classification including those who are currently in their late teens to late thirties—and their money. We read that they’re broke, that they’re living with their parents out of [...]

29 09, 2017

DIY Will Pitfalls

2018-02-02T22:10:33-05:00September 29th, 2017|

You’ve undoubtedly heard that it’s important for all adults to have a will or other legal plan for passing assets and getting debts settled when they pass away. You may also have heard that, despite that importance, most Americans don’t [...]

26 09, 2017

How Does an IRA Fit Into Your Estate Plan?

2018-02-02T22:10:34-05:00September 26th, 2017|

When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer depends on how you go about creating your estate plan and selecting beneficiaries, and you might be surprised [...]

19 09, 2017

New Baby? Time to Create Your Estate Plan

2018-02-02T22:10:36-05:00September 19th, 2017|

Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating [...]

18 09, 2017

Preparing to Meet with an Estate Planning Attorney

2018-02-02T22:10:36-05:00September 18th, 2017|

Creating a comprehensive estate plan requires a thorough assessment of your holdings, your family structure and the people you want to provide for. Of course, the average person doesn’t have an in-depth understanding of the multi-faceted estate planning process, and [...]

14 09, 2017

Single and Childless? You Still Need a Will

2018-02-02T22:10:36-05:00September 14th, 2017|

Most American adults don’t have wills. Reasons vary, including procrastination, believing they’re too young to need a will, not thinking they have enough property to bother with estate planning and discomfort thinking about end of life issues. Those who don’t [...]