The Case of the Abraham Lincoln Estate

Most presidents of our country have been well-prepared for office. One of our country’s greatest presidents, however, wasn’t prepared when it came to estate planning. Abraham Lincoln was shot at Theater on April 14, 1865 and died the next day. Upon his death, the president’s son, Robert, sent a telegraph to David Davis, Justice of [...]

Three Reasons to Start Estate Planning Now

Sometimes we avoid doing certain things. It could be because we aren’t sure how to approach said thing or are afraid to. Talking about end-of-life planning is one of those things people avoid. In fact, research in 2017 from Caring.com reveals that less than half of the adults in the United States have their estate plan figured [...]

The Importance in Writing Bequests and Wills

Think about a time when you had to write down important information, maybe for a job application, applying for loans, or medical information your doctor needs. When you jot down your words, you’re making things official for the people needing to know it. When it comes to bequests and wills, having information written down isn’t [...]

2019-02-18T10:08:58+00:00Monday, February 11, 2019|estate law, estate plan, Estate Planning, Will|0 Comments

The Difference Between a Conservator and a Guardian

In the court of law, an adult who is unable to take care of themselves or their property and minors are considered to be incapacitated persons. An incapacitated adult or minor will need someone to oversee them, assuring their safety and well-being. Enter guardians and conservators, who are there to serve and protect their loved [...]

Special Needs Trusts, What Are They?

Generally, a Special Needs Trust is a very specific trust that can be beneficial to those receiving government benefits because of special needs. Most commonly in this category is Medicaid and SSI.  To receive government benefits such as Medicaid and SSI, an individual must have limited assets and income.  A Special Needs Trust is [...]

Are You Keeping Your New Year’s Resolutions?

Did you make any resolutions this year? Just 3 weeks in, how are you doing so far? Studies have shown that less than 25% of people actually stay committed to their resolutions after just 30 days, and even fewer actually accomplish them. Credit Forbes. Even if you've already given up on your resolutions, or if [...]

Worried About Your Furry Friend If Something Happens To You?

Many people with children give a great deal of consideration as to who will take care of them if something were to happen to both parents. But what about the furry members of our families? Without a written, clearly defined plan, your pets could end up in a shelter or euthanized. That’s why it is [...]

Millennials… the next clients needing estate plans?

Why should an estate plan be top-of-mind for millennials? The truth is, we cannot predict the future. We don’t know when our time will come. Terrible accidents happen all the time. What we do know is what a mess you could potentially be leaving behind if you do not have a will. As millennials begin [...]

Paperwork and more paperwork, how long should I keep it?

Different documents have different amounts of time that they should be kept. Tax returns, home sale documents, estate documents, and a death certificate are just some of the things that you might have left after the passing of a loved one. A general rule for keeping documents is to keep them for 7 years after [...]

Sibling Trouble While Handling Mom’s Estate

Family Disputes Over Estates Happen Too Often Feuding over the estate of a loved one is a surefire way to cause separation within a family. Even within my own family there have been many arguments concerning assets that belonged to my grandfather. Not having a will or an estate plan can leave things messy, and [...]