Talking to Your Spouse or Partner About Estate Planning Comprehensive estate planning starts with honest conversations between you and your spouse or life partner. Before meeting with an estate planning attorney, take time to discuss your priorities so you can present a united vision. These conversations can be difficult, especially if you have different views
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A limited liability company (LLC) exists structurally between a partnership and a corporation. Most small business owners are aware this hybrid legal entity is beneficial for financial management, yet an LLC is also a powerful estate planning tool for much the same reason. In the case of estate planning, a Family LLC permits the transfer
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Choosing the Right Person to Make Financial Decisions for You Who will you trust to manage your finances and make decisions when you can no longer do so? This is one of the most important choices you will make in your estate plan. A Power of Attorney (POA) — sometimes called an “agent” — is
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Navigating Finances and Estate Planning After the Loss of a Spouse Losing a spouse is one of life’s most difficult experiences — emotionally, spiritually, and financially. In many households, one spouse handles most of the tax and estate planning. When that spouse passes away, the surviving partner is often left facing a complicated financial situation
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Spring cleaning isn’t just for housekeeping, it’s also an excellent time to review your important Estate Planning documents like your Wills, Trusts, and Powers of Attorney. How long has it been since you’ve updated your estate planning documents? Do they still reflect your wishes? Here are 5 common reasons to make updates to your Estate
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