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Parental Guardianship, Power of Attorney & Finances: Everything Parents Need To Know

July 4, 2022

Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.

Estate Planning

Do I Need an Estate Plan If I’m 25?

July 1, 2022

As soon as you are an adult, you should have an estate plan in place.

Estate Planning

How Do Estate Plans and Trusts Work?

June 30, 2022

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.

Estate Planning

What Sparks the Contesting of a Will?

June 29, 2022

Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.

Estate Planning

The COVID-19's Impact on Estate Planning

June 28, 2022

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

Estate Planning

Is a Roth Conversion a Good Idea when the Market Is Down?

June 27, 2022

Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.

Estate Planning

Mom’s Caregiving: How to Avoid Family Disagreements

June 25, 2022

Family members of all kinds have fought over money matters since time immemorial, but it may be worse for cash-strapped caregiving families. The costs of caregiving activities, including hiring aides, buying supplie, and covering medical and pharmacy copays, negatively affect family caregivers’ pocketbooks and morale.

Estate Planning

How Do I Conduct an Estate Inventory?

June 24, 2022

What's Included in an Estate Inventory?

Estate Planning

What about House Contents when Someone Dies?

June 23, 2022

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

Estate Planning

When Should I Update My Will?

June 22, 2022

There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.

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Estate Planning and Probate Blog

Parental Guardianship, Power of Attorney & Finances: Everything Parents Need To Know

Do I Need an Estate Plan If I’m 25?

How Do Estate Plans and Trusts Work?

What Sparks the Contesting of a Will?

The COVID-19's Impact on Estate Planning

Is a Roth Conversion a Good Idea when the Market Is Down?

Mom’s Caregiving: How to Avoid Family Disagreements

How Do I Conduct an Estate Inventory?

What about House Contents when Someone Dies?

When Should I Update My Will?

Hablamos Español!