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How to Choose the Right Charity for Estate Planning Gifts

As you prepare your estate plan, you may be considering making a gift to a charity. This is an excellent way to leave a legacy with your resources, but there…

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Estate Planning Considerations for Non-US Citizen Family Members

Immigration laws and policy in the US are in the news almost daily, and with a diverse, multi-cultural population there are many families that have non-US citizen spouses or children….

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Verifying Your Intentions: Why an Estate Planning Attorney is Needed to Make Sure Your Wishes are Carried Out

Most people who are thinking about making a will or trust assume that they only thing that an estate planning attorney does is draft the documents. But, this is far…

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What is the Difference Between Estate Planning and Financial Planning?

It is easy to confuse the two distinct fields of estate planning and financial planning, especially since they do relate to each other and seem similar in some respects. It…

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What is the Effect of Marital Separation on Your Estate Plan?

It is generally understood that when couples divorce they will also be changing their estate plan to reflect the divorce, as well as to accommodate new spouses or children. However,…

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Estate Planning New Year’s Resolutions 2019

As the new year begins it is natural to make a few resolutions in areas of life that need attention, such as health, finances and family. Fortunately, there is one…

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Estate Planning Tips: Offshore Assets and Foreign Residence

It is becoming more popular for American citizens to either reside or have assets in foreign countries, which means they are subject to the laws of another jurisdiction when it…

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Estate Planning, Foster Care and Adoption: What You Need to Know

It is very common for couples to adopt or foster children, even if they have their own biological children already. The question does come up of their legal status for…

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“Giving Tuesday 2018”: How to Participate with Your Estate Plan

November 27, 2018 is “Giving Tuesday”, a national charitable giving event in the US that kicks off the holiday season. It is designed to raise awareness of the importance of…

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Privacy vs. Transparency: Should You Tell Your Heirs the Contents of Your Estate Plan?

One of the questions that many people have when preparing an estate plan is whether their heirs need to know about the contents. The answer to this question will depend…

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What is Probate and How Much Does it Cost?

You have probably heard a lot about avoiding probate, and using other estate planning tools instead of a will. There are some very good reasons to keep your estate assets…

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Helping Priscilla and Brad Achieve Peace of Mind

Recently we met with Priscilla and Brad, to help them create an estate plan for their family. You could describe them as a typical, middle class working family. Priscilla owns…

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