Posts tagged with "legal documents"



Estate Planning · March 29, 2024
April Fools! How DIY Wills And Trusts Offer A False Sense Of Security … And May Leave Your Family With An Expensive Mess
Crafting your own Will or Trust might feel empowering, yet it's fraught with risks that could leave your family facing legal battles and financial strain. The allure of DIY legal services masks the complexity and nuances of estate planning. A real-life story shows how easy it is to inadvertently disinherit loved ones or tie them up in legal knots, turning a well-intentioned effort into an expensive and emotional nightmare. It's a stark reminder that what we leave behind should be a legacy, not a
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 · May 07, 2021
Looking for the Best Mother's Day Gift Ever? Try the Kids Protection Plan
In case you missed all of the commercials for floral arrangements that have been airing recently, here’s one final reminder: Mother’s Day is this Sunday, May 9th. But before you spend your money on something that will wilt and die within a week or two, consider getting Mom a truly priceless gift—a plan for her kids that provides her with peace of mind that, when something should happen to her and dad, her children will always be in the care of the people she knows, loves, and trusts.