estate planning lawyer

Ready to Write Your Will?

Ready to Write Your Will?

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out of conflict when something happens to you.

Don’t think you can just write your own Will and that will help your family. Instead, consider the reality that trying to do so could actually create far more trouble for them down the road. They need you to get professional support from someone who can help you look at what you own, who you love, what would happen to you, what you own, and everyone you love, if and when something happens to you.

Planning Pays Off

Planning Pays Off

Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan

Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan can mean the difference between an expensive and unnecessary “time spent in court headache” for your loved ones or an easy “in your lawyer’s office” transition that allows your family time to grieve in peace.

When a high profile celebrity passes away, we can learn a lot about the value of careful planning when using their estate plan as a case study.

Carrie Fisher is one of the celebrities whose proactive, yet faulty, planning gives us an excellent example to illustrate some key points that are important for you to understand for your family.

Even though Carrie Fisher worked with some of the best

,

It's Time to Audit Your Insurance Policies

,
It's Time to Audit Your Insurance Policies

IT'S TIME TO AUDIT YOUR INSURANCE POLICIES

After unexpected disasters like Harvey occur, it's smart to take a step back and make sure you have the right kind of insurance and the right amount of insurance. And as your family size grows, there is lots to prepare for and consider. Welcoming a new family member can be a joyous occasion, and requires some planning.

Adding a new family member can affect your finances and create a need for more protections. Reassessing your insurance coverage might not be at the top of your list, but policies should always be audited when changes in your family life occur to ensure your coverage will adequately protect your growing family.

Remember this: insurance says I love you to the people you love.

Incorporate Family Values

Incorporate Family Values

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning.

A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs.