Posts

What Football and Estate Planning Have in Common

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I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities. http://dlvr.it/TPRpQZ

Pumpkin Kisses and Harvest Wishes

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As the spooky season transitions into the season of Thanksgiving, it’s important to remember our why. Most of us do what we do for our families and loved ones. As the holiday season approaches, do something that will have a lasting impact on your family. Create a comprehensive Estate Plan. Make sure that you take the time to consult a qualified Estate Planning attorney who can provide advice regarding all the elements necessary to complete your plan. http://dlvr.it/TPDSXc

Fall Summit 2025: Accountability in Action

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The best Estate Planners know that staying current on the latest trends and developments is essential to serving their clients with excellence. That’s why the American Academy of Estate Planning Attorneys hosts its semi-annual conference, providing education and learning for and inspiring excellence in its Members. http://dlvr.it/TP2CnQ

Don’t Make These 5 Mistakes When Creating a Will

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Writing a will is not something that most people are particularly excited about. After all, no one likes to think about passing away, or even becoming incapacitated and not being able to handle their own affairs. Still, it is an absolutely critical part of financial planning, and it’s vital to ensure you protect those you […] http://dlvr.it/TNYKHL

Do This Estate Planning Task Each Year to Avoid Problems

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Most people know they should make an estate plan, even if the idea of thinking about what happens after their death is not very pleasant. Since considering the distribution of your assets after death is not a fun subject, it’s tempting to make your plan once and then put the concept out of your mind.  […] http://dlvr.it/TNPSPl

Trust Administration vs. Probate: What Are the Differences?

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When you pass away, your loved ones can’t just walk away with your possessions. There must be a formal process for the transfer of your assets. This often takes the form of probate, which involves going to court to settle the estate. However, probate has some pretty big downsides. If you want to avoid those […] http://dlvr.it/TNDFBq

5 Estate Planning Issues You Can’t Afford to Forget About

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When you’re creating your estate plan, there are a lot of key issues to keep in mind — and unfortunately, this means that sometimes things slip through the cracks. Sadly, the consequences of this can be dire, as omissions can affect not just what happens at the end of your life, but also the legacy […] http://dlvr.it/TN681N