» Planning for Minor Children

Person using a calendar and note pad for planning

How to Get Organized to Meet with Your Estate Planning Attorney

You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting.… Read More
Notebook with Inheritance written on the front, image of car, home and family in wood cut out

Why Receiving an Inheritance Changes Your Estate Plan

Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage newly acquired assets, face creditor or tax issues, o… Read More
foster children hugging guardian and holding teddy bears

Foster Children in an Estate Plan

A foster child may come into your life through the court system, an agency, or your own extended family. However it begins, the relationship can grow into something deeply personal, with the unshakable feeling that this child is yours. However, the l… Read More
when to update an estate plan

Estate Plans Age Too: How to Keep Yours Fresh and Effective

Your estate plan is one of the most important sets of legal tools you will ever create. An estate plan is designed to protect you, your loved ones, and your money and property. It can minimize taxes and fees and ensure that your loved ones are taken… Read More
Hands covering wooden family figurines

Avoid These Common and Expensive Mistakes: How to Leave Assets to Minor Children

You love your children and want to ensure that they are always taken care of. The desire to provide for them may also be shared by their grandparents, aunts, and uncles. However, when leaving money and property to minor children, even the best intent… Read More
siblings lying on a blanket outdoors laughing

Do It Now: Name a Guardian for Your Minor Children

It is a topic no parent wants to think about: What would happen to your children if you were gone? However, facing this question is one of the most loving and powerful things you can do for your kids. If you take no steps to legally nominate a guardi… Read More
Red Wooden Blocks with letters that spell LEGACY in yellow, in front of an open laptop with a sticky note on it

Treating Children Fairly Does Not Necessarily Mean Equally

Parents generally try to treat all their children fairly. We often assume that fairness means leaving an equal inheritance to each child. However, “fair” does not always mean “equal.” A thoughtful estate plan considers each child’s unique c… Read More
new born baby gripping parent's thumbs tightly

Five Things Every New Parent Needs to Know About Wills

Congratulations on your family! Becoming a parent is an incredible journey filled with joy, love, and a whole lot of sleepless nights. It is also a time when you start thinking about the future in an entirely new way. You want to ensure that your chi… Read More
The phrase Do The Right Thing typed on a paper on office table. A reminder to make the right choices in your estate plan.

Twelve Estate Planning Blunders You Cannot Afford to Make

Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, and expenses for your loved ones as having no plan. Life changes, laws evol… Read More
Scale - Facts in Green or Myths in Red demonstrating estate planning myths

Four Estate Planning Myths: Debunking Common Misconceptions

Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for you to whether you need an estate plan, common myths can sta… Read More