Posts tagged with "estate planning attorney"



Estate Planning · June 07, 2022
3 Estate Planning Issues  For LGBTQ+ Couples - Part 2
Although married same-gender couples are now enjoying nearly all of the same rights as opposite-gender couples, there is still one key right that’s still up in the air—the automatic right to be legal parents. While parental rights are automatically bestowed upon the biological parent, the non-biological spouse/parent still faces a number of challenges when it comes to obtaining full parental rights. Luckily, same-gender couples do have an alternative to adoption—estate planning.
Estate Planning · June 03, 2022
3 Estate Planning Issues  For LGBTQ+ Couples - Part 1
Although same-gender marriage is legally recognized in all 50 states, long-held prejudice at both political and family levels continues to create complications for married and unmarried same-gender couples. With this, especially if you're a member LGBTQ+ community, estate planning is even more critical for you and your beloved to ensure that they will be protected and provided for in the event of your death or incapacity.
Estate Planning · May 20, 2022
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. So, when preparing for your senior years, it’s not enough to simply hope for the best. You should treat retirement planning as if your life depended on it—because it does. Without an effective plan, you risk a future of poverty, penny-pinching, dependence, and even early death due to unhappiness. The stakes could hardly be higher.
Estate Planning · February 25, 2022
What To Expect From Your Initial Meeting With Us Your Personal Family Lawyer®
Whether you've met with an estate planning lawyer before or it's your first time, it's important to understand how working with us, your Personal Family Lawyer®, is different from meeting with a traditional lawyer. Here we'll explain what's involved with our process in hopes that it will inspire you to meet with us and get clear on what your family needs you to have in place, so you don't leave behind a mess if you become incapacitated or when you die.
Estate Planning · December 31, 2021
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
Most people immediately think of taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not wrong, it also highlights the importance of planning for life. Planning that’s focused solely on who gets what when you die is ignoring that death isn’t the only thing you must prepare for. Consider that at some point before your eventual death, you could be incapacitated, which can drag out over many years, leaving you and your family in agonizing limbo.
Estate Planning · December 24, 2021
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
While both wills and trusts are the most commonly used estate planning vehicles to pass on wealth and other assets to your loved ones, putting your home in a trust has several distinct benefits compared to using a will. However, each family's circumstances are different. This is why your Personal Family Lawyer® will not create any documents until we know what you need and what will be the most affordable solution for you and your family—now and in the future—based on your family's conditions.
Estate Planning · November 26, 2021
FAQs About Long-Term Care Insurance
With the booming aging population, more and more seniors will require long-term healthcare services, whether at home, in an assisted living facility, or in a nursing home. However, such long-term care can be expensive, especially when needed for extended periods, and that's why long-term care insurance was created to address this gap in healthcare coverage. We'll answer some of the most FAQs about these policies to help you determine whether you could include this as part of your estate plan.
Estate Planning · October 29, 2021
2021 Estate Planning Checkup: Is Your Estate Plan Up To Date?
Estate planning is not a one-and-done type of deal. Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it's not regularly updated. No matter who you are, your life will inevitably change, and your plan should continuously evolve along with your life circumstances and other changing conditions. In the absence of any major life events, we recommend reviewing your estate plan annually to ensure its terms are up to date.
Estate Planning · October 22, 2021
How Estate Planning Can Bring Blended Families Closer
If you have children from a previous marriage, and you become incapacitated or die, leaving everything to your new spouse or partner, there is almost certain to be some conflict (whether spoken or not) between your children and new spouse. You can avoid all of this (and even use the estate planning process to build stronger bonds with those you love) by having clear planning in place that has been discussed with your children and your new spouse or partner.
Estate Planning · October 08, 2021
With Tax Laws in Flux: What Should You Do Now?
With the new proposed legislation that is still under consideration and far from being finalized, if your family stands to be impacted by any of the new proposed bills, it's vital for you to take action as soon as possible to ensure that whatever changes to your planning that need to be made can be planned and executed before the year's end. If you've been following the news about the coming changes, you know that none of us know what will ultimately happen or even when we will know the outcome.

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