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Estate Planning for the New Year

The New Year is all about a fresh start. Along with starting a new diet and joining the gym, why not start 2016 off with an estate plan that works? This does not simply mean assessing whether or not you have estate planning in place. It also means ensuring the planning you do have is up to date and actually accomplishes your estate planning goals. Only about half of all Americans have planned for their disability and death.

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Burial Fit for a Veteran

Often Veterans and their families are unaware of the many benefits available to them. One of these benefits is free burial and internment of cremains in a VA National Cemetery.
Burial benefits, at no cost to the family, include:

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Hope Is Not a Course of Action: Estate Planning for People Under 40

Most people under the age of 40 consider estate planning something to be done “someday”. They hope that they will live a long and healthy life. The reality is there are no guarantees. Your estate plan is similar to a hurricane preparedness plan. You should have one in place so when the storm or disaster strikes, you are ready. The difference with an estate plan is that, eventually, we will all need one.

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Should Your Child With Special Needs Have a College Savings Account?

This is a common question for parents of kids with special needs, particularly when the individual is very high functioning and has aspirations to attend college. In some cases, a family member may have established a college plan for the child without understanding the possible effect the account can have on the child’s eligibility for government benefits, including Supplemental Security Income (SSI).

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Death Is More Than A Week Away From Home – Leave Proper Instructions

Does your family know where your most up to date estate planning documents are located? If you signed a will in 1985 and put it in your safe deposit box, signed a new will in 2001 and put it in your desk at home, told your son about one, told your daughter about the other, they may be confused. The attorney information on each document is different.

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A Good Deed Gone Wrong

Bob and Suzy get divorced. Suzy has an adult child, Annie, from a prior relationship. As part of the marital settlement agreement, Bob is supposed to sign a deed conveying his interest in their homestead to Suzy. Suzy is supposed to get a new home loan in her individual name.

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Estate Planning for People Under 40

Most people under the age of 40 consider estate planning something to be done “someday”. They hope that they will live a long and healthy life. The reality is there are no guarantees. Your estate plan is similar to a hurricane preparedness plan. You should have one in place so when the storm or disaster strikes, you are ready.

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Estate Planning Documents You Need Now!

With summer quickly approaching, if you are preparing to travel, don’t forget these important legal documents you need to include in your suitcase. We never think an accident or illness will happen while away from home. Are you prepared? There are two legal documents you will want to have a copy of in case of an emergency.

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