Posts tagged with "estate planning documents"



Estate Planning · September 02, 2022
Protect Your Aging Loved Ones From Undue Influence
Given the growing number of seniors, the prevalence of diminished capacity associated with aging, and the concentration of wealth among elderly Baby Boomers, we're likely to see a serious surge in the number of cases involving undue influence in the coming years. This kind of elder abuse can disastrously affect your aging parents' and other senior relatives' estate planning. Be aware, educated, and empowered in knowing what risks are for your elderly loved ones—and for your future inheritance.
Estate Planning · January 21, 2022
5 Ways DIY Estate Plans Can Fail And Leave Your Family At Risk—Part 2
While the DIY approach might be a good idea if you're looking to build a new deck for your backyard, it's actually one of the worst choices you can make when it comes to estate planning. Are you willing to put your family's well-being and wealth at risk just to save a few bucks? If you want to do the right thing for those you truly love, contact your Personal Family Lawyer to get your Life and Legacy Planning started.
Estate Planning · January 14, 2022
5 Ways DIY Estate Plans Can Fail And Leave Your Family At Risk—Part 1
Creating your estate plan using online document services can give you a false sense of security—you think you've got estate planning covered when you most likely do not. Keep in mind, just because you created "legal" estate planning documents online, that doesn't mean they'll work when you or your loved ones need them. Without a clear knowledge of your family dynamics, nature of your assets, and how the legal process works upon your incapacity or death, you're likely to make serious mistakes.
Estate Planning · August 27, 2021
Estate Planning 101: Wills vs. Trusts
Wills and trusts are two of the most commonly used estate planning documents. Both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, but the way in which they work is quite different. To know the best way to determine whether or not your estate plan should include a will, living trust, or some combination of the two, meet a Personal Family Lawyer for a Family Wealth Planning Session.
Estate Planning · June 11, 2021
3 Vital Estate Planning Documents For High School Graduates
Summer is coming, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest, but make sure they've got the proper planning in place. By doing so, you're modeling good financial stewardship and setting them up right from the start. Financial and legal illiteracy is an epidemic that you can quickly address, starting with yourself and your own family.