Congrats on the purchase of your new digs! Whether this is your first home, or you’re moving up, downsizing, or making a change, buying a home is a significant milestone. When major life events occur, it’s important to take some time to ensure your plans for the future are aligned with your current estate plan, or…
Continue reading…Category: Kids
NEW SERIES! Are your gifts causing more harm than good? When generosity backfires…
As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. In this series, I’m offering a weekly Q&A to outlines some mistakes I’ve seen my generous clients…
Continue reading…Don’t fall into the trap of a “Quick” and “Simple” Estate Plan!
Beware of “Simple” Estate Plans “I just need a simple will.” It’s a phrase estate planning attorney hear practically every other day. From the client’s perspective, there’s no reason to do anything complicated, especially if it might lead to higher legal fees. Unfortunately, what may appear to be a “simple” estate is all too often…
Continue reading…Student Loan Debt: The Albatross of the Average College Student
Have you ever heard someone say that the best thing about an education is that nobody can take it away from you? As true as this statement is on its own, it is completely ignoring the fact that the very same irrevocable education can cost hundreds of thousands of dollars – plus interest. As of…
Continue reading…The Three Types of Lawyers to Consider for Your Estate Planning
Contrary to popular belief, all lawyers do not specialize in all areas of law! When it comes to estate planning, it is important to understand how “specialized” your legal representation is when handling your legacy. This week, I have broken down three types of representation common to the estate planning arena. #1 – “Jack of…
Continue reading…Back to School Checklist #2: Get Your Estate Plan in Order
On last week’s blog, I shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). Today, I’ve included some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in! Back to School Checklist #2: …
Continue reading…Back to School Checklist #1: Easy Tips to Get Your Life Together!
It’s hard to believe that the start of the school year is right around the corner (especially as it’s approx. 112 degrees right now in Las Vegas!). On this weeks’ blog, I’m sharing some practical back to school tips (Part 1) before school is back in session! Back to School Checklist #1: Easy Tips…
Continue reading…How to Find the Right Legacy Planning Attorney for You.
Legacy planning is much more than a configured documentation of your assets. It is both a personal and procedural preparation of your life requiring additional foresight and planning for beyond. Developing a solid estate plan requires a culmination of knowledge based on law, accounting, and a level of customization that only a good estate planning…
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