Monthly Archives:: October 2024

In the wake of Shelley Duvall’s passing, we are reminded of the vital importance of having a comprehensive estate plan. Duvall’s situation, particularly concerning her long-term partner Dan Gilroy, highlights the complexities and potential pitfalls that can arise when legal matters are left unresolved. Without a will in place, Gilroy faces a challenging process to claim his rightful share of Duvall’s estate, underscoring the need for clear planning. This blog explores key lessons we can all learn from Duvall’s story, emphasizing the significance of a Life & Legacy Plan to protect your loved ones and ensure your wishes are honored. Join us as we delve into essential strategies for effective estate planning, particularly for unmarried partners and those facing mental health considerations. READ MORE

Marriage has evolved significantly, with common law marriage being a lesser-known form recognized in a few states. While it can offer legal benefits, navigating its complexities is crucial, especially when planning for unexpected events like illness or death. Without proper documentation, surviving partners may face serious challenges regarding inheritance and decision-making rights. To ensure your wishes are honored and your loved ones are protected, consider scheduling a Life and Legacy Planning Session with us today! READ MORE

October 21-27 is National Estate Planning Awareness Week, a great opportunity to address common misconceptions about estate planning. Many people think it’s only for the wealthy or too complicated, but in reality, it’s essential for everyone, regardless of age or financial situation. An estate plan ensures your loved ones are taken care of, helping them navigate important decisions during difficult times. By creating a personalized Life & Legacy Plan, you can gain peace of mind and ensure your wishes are honored. Don’t let myths hold you back – take control of your future today! READ MORE

When creating an estate plan, many wonder if a disabled individual can serve as an executor or trustee. The answer is yes! As long as their disability doesn’t prevent them from fulfilling the necessary responsibilities, a disabled person can take on these roles. In fact, overlooking a trusted individual because of a disability could mean missing out on the best person for the job. Learn more about what it takes to choose the right fiduciary for your estate plan and how we can help. Schedule a Life and Legacy Planning Session today to ensure your plan is in good hands. READ MORE

In an unpredictable world, being prepared for disasters is essential for the safety of you and your loved ones. Our guide offers practical steps to help you create a go-bag, stock up on essentials, and invest in the right insurance coverage. We also emphasize the importance of establishing a Life & Legacy Plan to ensure your wishes are honored and your family is cared for in times of need. Join us in building a resilient future – let’s equip you with the tools and knowledge to navigate any challenge that comes your way! Ready to learn more? Schedule a Life and Legacy Planning Session with us today! READ MORE

Every year, around 600,000 individuals go missing in the United States, leaving their loved ones to face not only emotional distress but also significant practical challenges. From managing financial affairs to addressing property and debts, it’s crucial to tackle these issues promptly. After reporting a missing person to law enforcement, families should check for any existing legal documents, like a financial power of attorney, that could assist in handling their affairs. If such documents aren’t available, seeking a conservatorship may be necessary. Navigating these complexities can feel overwhelming, but you don’t have to do it alone. If you need guidance with the legal affairs of a missing loved one or want to discuss estate planning, we’re here to help – schedule a Life and Legacy Planning Session with us today. READ MORE

In an aging society, facing end-of-life decisions for loved ones can come sooner than expected. A recent story by Maggie Schneider Huston illustrates the emotional complexities involved. Maggie’s experience with her father’s advance directive highlights the importance of not only creating such a document but also ensuring that it is readily accessible and that your chosen advocates are prepared to stand up for your wishes. READ MORE

A community property trust can be a powerful tool for couples with highly appreciated assets, offering significant tax savings by stepping up the basis of jointly owned property when one spouse passes. In our latest blog, we explain how this type of trust works, its benefits, and how it fits into a broader estate plan. Not sure if it’s right for you? Learn more and schedule a Life and Legacy Planning Session with us to explore your options! READ MORE

A power of attorney (POA) is a powerful legal tool, but it may not work the way you expect. Many people assume a POA gives someone indefinite access to their finances, but it actually ends upon death. In our latest blog post, we clear up common misconceptions about POAs, explain the different types, and show you how a living trust can ensure your finances are managed without disruption. Ready to protect your legacy? Schedule a Life & Legacy Planning Session with us today! READ MORE