What is a Will? Here is a very, very basic breakdown of what a will is (and isn’t): A legal, binding document Goes into effect when you die Can be changed up until you die Needs to be signed in a certain way or isn’t valid and enforceable (subject to laws of state you...
“When should I update my estate plan?” We are asked this question quite a bit and the answer we have always shared the “Six D’s” with our clients: death, divorce, diagnosis, distance, dividend and dates. We discussed in Pt. 1: The First...
Summer has arrived and so have beaches, sun screen, pool noodles and more. Summer also brings moms calling our office because they want to get their last will and testament and nomination of guardianship in place before they leave for their trip. This summer, we...
Having the conversation with aging parents that it’s time to put a precautionary advanced healthcare directive in place can feel unsettling, even a little scary. Fear and anxiety about diminishing health and end-of-life issues rank among the primary reasons that...
