The toughest decision in estate planning: naming a guardian for your minor children.
Over the years, I have found the hardest client decision in estate planning is often deciding who should be the…
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Getting sentimental over your tangible personal property
As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from you or your loved ones….
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Are you holding a joint title to property with a family member or friend?
Joint ownership advantages There are two potential advantages to joint ownership: convenience and probate avoidance. If you hold title to…
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Time passages: Estate planning through the years.
Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, we…
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What’s the difference between the two types of power of attorney?
When drafting your estate plan, you and your attorney must account for what happens to your children and your assets…
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Keep it all in the family: Transferring your vacation home
If your family owns a vacation home, you know what a relaxing refuge it can be. This is especially true…
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With a flick of the switch: Build an on-off mechanism into your estate plan
Even if you have an estate plan in place that’s tax-smart now, changes in tax law or your financial circumstances…
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Put pen to paper: How a letter of instruction can benefit family harmony
You may consider your will as the centerpiece of your estate plan. But other documents can complement it. For example,…
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Build flexibility into your estate plan with powers of appointment
There are several tools you can use to build flexibility into your estate plan. Flexibility is especially important now because…
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Oh, no, your original will is missing!
In a world that’s increasingly paperless, you’re likely becoming accustomed to conducting a variety of transactions digitally. But when it…
