Tag Archives: estate planning
Warning: If You Own Property This Way, You May Accidentally Disinherit Your Own Children
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor and adult – are often disinherited. While there are several forms of joint ownership, the one most people use (and the one considered in this blog) is called Joint Tenants with Right of Survivorship. When… Read More »
How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two things: (1) Simply wait for the meeting date… Read More »
Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, especially newlyweds, it’s also time for you and your new spouse to plan for your future – for richer or for poorer, in sickness and in… Read More »
It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your lifetime. What Happens Without an Incapacity Plan? Without a comprehensive incapacity plan in place, a… Read More »
