How to Prepare for Your First Meeting with an Estate Planning Lawyer

Category Archives: Estate Planning

How to Prepare for Your First Meeting with an Estate Planning Lawyer

You’ve finally committed yourself to establishing an estate plan and have set up a meeting with an attorney. Great! But how do you prepare for that first meeting and what information should you bring with you? Below is a brief overview of what you should do to prepare so that your meeting goes as smoothly […]

Transferring Stocks Into Your Trusts

If you desire, you do have the option of transferring stocks and other securities into your trust. It is important, however, that you follow all state and federal laws, along with all requirements put forth by the issuer of the stock. It is highly recommended you work with an attorney during this process. To move […]

What Happens to Digital Assets and Accounts After Your Death?

The ubiquity of the internet and internet-connected devices has led to many people living a good portion of their lives online through various social media platforms, message boards and other types of accounts. These accounts and profiles are legally considered assets of the person who owns and controls them. But what happens to these digital […]

6 Basic Tips for Estate Planning Success

Are you new to the concept of estate planning? You may have a lot of questions about what the process entails and what the best strategies are for you to be successful. Below are a few very basic tips we like to give to estate planning beginners who have just started working with our attorneys: […]

How to Deal With Stepchildren in Your Will

You can leave behind assets to stepchildren just as you would anyone else, by naming the assets you want them to receive in your will.  However, stepchildren do not have any legal right to an inheritance unless you legally adopt them. Therefore, if you do not wish to leave any assets to your stepchildren, you […]

How Does Durable Financial Power of Attorney Work?

A durable power attorney for finances is an estate planning tool used to cover your financial matters.  It is usually intended to be used in the event you become unable to make your own decisions. This typically occurs when you become incapacitated for health reasons. In most cases, the person granted durable financial power of […]

Answers to Frequently Asked Questions About Living Trusts

Living trusts can be highly useful estate planning tools for people in all types of financial situations. Below are answers to some of the questions we most frequently receive about these trusts. Q: Why is a living trust beneficial for my estate plan? One advantage associated with a living trust is that any property you […]

What You Need to Know About Medicaid Asset Transfer Rules

There are several key requirements you must fulfill to qualify for Medicaid benefits. One of these requirements is that you must not have recently transferred any assets, over a certain value threshold. The reason for this is that the federal government believes it is unfair for wealthy people or simply people who would not qualify […]

Why It’s Important for Your Personal Representative to Have Access to Your Digital Assets

Today’s estate plans must consider digital as well as physical assets. Digital assets include online bank accounts, email accounts, social media profiles, photo storage accounts, apps, blogs, web domains and any other digital file or account. It is imperative to provide your personal representative with access to these assets. Without such access, he or she […]