estate planning

What Does an Estate Planning Paralegal Do? Google It.

My guess is when you searched Google on what exactly Estate Planning Paralegals do, your search provided a very ordinary, solid, routine list of tasks. Estate Planning Paralegals support the attorney by talking and meeting with clients. Estate Planning Paralegals also prepare drafts of trusts, wills and other estate planning documents. I have been working as

2019-06-11T16:45:38-07:00June 11th, 2019|Tags: , , , |

What Estate Planning Awareness Means For You

Estate planning is important for everyone regardless of wealth or family status because if you become incapacity or pass away without an estate plan, you are leaving the distribution of your assets subject to state law – and the results may not be what you want or expect. Estate Planning Explained Estate planning includes the growth,

2019-01-10T17:34:50-07:00January 3rd, 2019|Tags: , , , , , |

Three Tips for Talking About Your Estate Plan During the Holidays

The holidays are here, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the dinner table. It is also a great idea to take this opportunity to review your

2018-12-27T11:01:00-07:00December 27th, 2018|Tags: , , |

Trusts – The Swiss Army Knife of Estate Planning

To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. The process begins with the maker of a trust –

2018-12-06T10:39:05-07:00December 6th, 2018|Tags: , , |

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 percent

2018-11-01T13:53:31-07:00November 1st, 2018|Tags: , |

Big “Life Changes” Often Mean Big “Estate Plan Changes”

Many people who put together an estate plan do so when they start a family - assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once the plan has been created, despite other key life events

What to Do with Your Beloved Collection

Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this valuable asset when estate planning. You have likely spent quite some time -- whether years or your entire life -- building your collection; you should not leave its fate to the whims of the court. Estate

2018-08-19T19:03:55-07:00August 16th, 2018|Tags: , , , , |

Passing Along a Benefit, Not a Burden

Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan Most business owners have their estate planning prepared because they are worried about what will happen to their business after they are dead.  However, proper estate planning has the added benefit of allowing you to make plans for what will happen if you

2018-08-19T19:03:54-07:00August 9th, 2018|Tags: , , , |

How an Estate Planning Letter of Intent Can Help Your Family

Estate planning is an important task that everyone should undertake as it helps to protect your family and loved one’s financial future. But estate planning can do much more than focus on finances, it can also provide for care of those you leave behind. One aspect of estate planning that is often overlooked but can be

2018-08-19T19:03:51-07:00August 2nd, 2018|Tags: , , , , |