Whenever I meet someone new, one of the first questions I'm asked is: "What do you do for a living?" After telling them I'm an estate planning attorney, the response I get 95% of the time, after a ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

The holidays are a time to reminisce, celebrate the many joys of the season, and spend time with your loved ones. If you are like me, you plan months in advance for the season. Lists are made and ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

Throughout a lifetime, each of us will accumulate a small mountain of documents, paperwork that is often carelessly tossed in a drawer and then, perhaps, eventually discarded. Though much of this ...

It's the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

Research shows that many people procrastinate when it comes to establishing a last will and testament. Even if you don't have millions, you still need a thorough estate plan, said Beth Pinsker, a ...

Estate planning is supposed to bring peace of mind. You want to know that your will, trust, and other important documents are safe and easy to find. But what if the app you trust to organize your ...

Discover ChatGPT’s step-by-step roadmap to organize your money and estate in just one year. This plan can help you avoid ...