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Aug
Locked Out: Why Travel Can Expose the Weakest Part of Your Estate Plan
An irony of modern estate planning is that the more secure we make our digital lives, the more vulnerable we are to a planning lockdown when a crisis hits. This digital paradox is not unique to estate planning. We have all experienced technology that is supposed to make life easi...
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11
Aug
Crossing Borders: When Your Estate Plan Does Not Travel with You
If you travel internationally, you may move fluidly among languages, cultures, and customs. However, you may not realize that your estate plan will not automatically follow you across foreign borders. Plans written around US laws may not be recognized or function as intended in o...
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11
Aug
What Happens If Something Goes Wrong While Traveling?
Travel takes us out of our comfort zone, exposes us to new stimuli, and can rekindle a sense of awe as we leave the familiar behind and embrace the unknown. It also challenges us to think and act differently. But by stripping away our daily routines, travel can expose gaps ...
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14
Jul
A Windfall and a Target: Navigating Family Expectations After Sudden Wealth
Good news in the form of a sudden windfall can put your family in a new financial position that may materially alter your legacy and estate plan. And while it may seem like a pure positive, it can also attract the attention of the Internal Revenue Service and prompt a reeva...
View More14
Jul
When an Adult Child Has a Crisis: How an Emergency Can Reshape Your Estate Plan
You never stop being a parent. Even when your child reaches adulthood, they are always in your thoughts—and, in many cases, your estate plan. There may be times when your adult children need you just as much—or more—than they did while growing up. If they are suddenly facing a di...
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Jul
Sudden Widowhood: Navigating Legal and Financial Chaos after a Spouse’s Death
You and your spouse planned a life together, and nothing can fully prepare you for their loss. Like most people, you may have let the thought cross your mind only to quickly push it away because it felt too painful to consider. But some level of planning is one of the most meanin...
View More25
Jun
7 Estate Planning Traps Most People Miss Plus Questions to Audit Your Family’s Future
Think back seven years. Your family, finances, relationships, and even the digital accounts you rely on have likely shifted in ways both obvious and subtle. Seven years rarely feels like a long time, until you start listing everything that has changed. Your estate plan is meant t...
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25
Jun
Estate Planning Scams: What Seniors Need to Know
Creating an estate plan is a vital step in protecting your loved ones and ensuring your assets are distributed according to your wishes. Unfortunately, it’s also an area that scammers frequently exploit, targeting individuals who are motivated to act quickly and do the right thin...
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25
Jun
The Risks of an Unfinished Estate Plan and Why You Should Complete Yours
Planning for the future, especially when it involves thinking about your own mortality, is never easy. Even when you understand the importance of having a will or trust in place to protect your loved ones, it can still be difficult to take the final steps to complete your estate ...
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24
Jun
Making Estate Planning Easier: What Our Clients Are Saying About the Process
Estate planning is one of those tasks most people know they should take care of, but few feel excited to begin. The terminology can feel unfamiliar, the decisions are often deeply personal, and there’s usually a lingering list of “we’ve been meaning to do this for years” conversa...
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16
Jun
Too Late to Plan: Navigating Legal and Financial Barriers After Dementia Progresses
Looking back, it often feels clearer. The signs were there—missed appointments, repeated questions, small but noticeable changes. You were paying attention; you just thought there would be more time. The situation has now changed. If your loved one’s cognitive decline has progres...
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16
Jun
A Dementia Diagnosis Changes More Than Healthcare: Seven Legal Moves to Make While You Still Can
With dementia cases in the United States estimated to double by 2060—and roughly 42 percent of Americans over age 55 at risk of developing dementia according to recent research1—a diagnosis is something that more and more families will face. The statistics are sobering in t...
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