BLOGS

Independence Day

Fourth of July is right around the corner. It’s a day filled with fireworks, parades, BBQ, and just lots of fun with family and friends! Take a minute to recall what we are really celebrating – the independence of this great country. What does independence mean to you? For most of us, it means we are in charge of our own lives. We make our own decisions – good or bad, right or wrong. We can do what we want, when we want, and with whom we want (within the limits of the law, of course). It also means that you can choose who will m...Read More
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ESTATE PLANNING MISCONCEPTIONS AND MISTAKES – PART 2

Last month, we started listing the Top Ten Most Common Misconceptions and Mistakes that people make in estate planning. Over the years, our clients have shared with us what they have heard and what they understand to be the law and believe to be good planning for their disability and death. This information comes from the Internet, television, newspaper or magazine articles, and friends or family members (some of whom may even be lawyers). One problem with gathering information this way is that, while the information may be correct, what ma...Read More
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ESTATE PLANNING MISCONCEPTIONS AND MISTAKES – PART 1

As estate planning attorneys, we talk with many people who come to us with their problems, their concerns, and many misconceptions about what will happen if they become disabled or die. We all get information from television, newspaper or magazine articles, the Internet, and our friends and family.  While much of the information we gather is correct, some of it is just not.  And, even when the information is correct, if it is taken out of context or applied to a different situation, it can be just as bad as if it were wrong. This artic...Read More
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ATTENTION BABY BOOMERS!

You know who you are. You’ve been through a lot in your life and have seen our economy (and your life savings) go up and down over the decades.  There’s a good chance that you have already prepared a Will and perhaps even a Revocable Living Trust.  But how long ago did you sign these documents?  Maybe you had young children back then, and now they’re all grown up and on their own.  Maybe you are retired and you’re a grandma or grandpa now.  What else has changed?  Have you reviewed your documents recently to see if they even m...Read More
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I LOVE YOU!

“I love you, and here’s my plan for you if something happens to me...” Important considerations when leaving assets to a loved one. Valentine’s Day is right around the corner and it’s the perfect time to tell that special person how much you love them. If you’re married, or in a committed relationship, you probably want to be sure that your spouse or significant other is taken care of after your death. And, you probably believe that the best way to do so is by leaving everything you have to him or her. However, consider this...Read More
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