Our Estate Planning Blog
Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.
Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.
While the focus tends to be on the growth of the asset class and opportunities to prosper, for many cryptocurrency investors, more attention must be paid to transferring assets to loved ones and protecting the store of wealth from unfounded and frivolous lawsuits.
Trust disputes among beneficiaries can strain family relationships and jeopardize the integrity of an estate plan. Strategic conflict resolution can protect both the trust’s assets and familial bonds.
If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.
As always, the new year brings changes. There are several new estate planning rules for 2025 that might impact your family.
When a parent can no longer make decisions, guardianship can be a powerful tool to protect their needs.
Money matters can get complicated when two families unite. Planning is key.
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
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