Estate Planning Blog Digest

I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.

Learn how trusts can protect your heirs’ inheritance from creditors and safeguard your family’s financial future.

Money matters can get complicated when two families unite. Planning is key.

Creating a special needs trust involves complex decisions that require careful consideration. A special needs planning attorney can guide you through setting up the trust, planning to fund it adequately and helping you select a trustee. They will also ensure that the trust complies with current legal standards, critical for preserving your child’s government benefits.

Securing your child’s future starts with creating a plan tailored to their needs. Contact our office today to schedule a consultation with a special needs planning attorney. We’ll help you navigate the process and ensure that your child has the resources for a fulfilling life.

Managing debt after a loved one’s death is often complicated, and mistakes can be costly. Contact our law firm today if you need help navigating probate and settling debts. Schedule a consultation to learn more about creating a plan, properly managing probate and securing peace of mind.

Intellectual property can be a critical asset in your estate plan. However, it requires careful management to ensure that it benefits your loved ones. Using a testamentary trust, you can protect and leverage your IP in ways that align with your values. Contact us today to learn more about establishing a testamentary trust and creating a comprehensive estate plan.

If you are a grandparent raising your grandchildren or anticipate that you may need to take on this role, it’s essential to have a clear legal plan in place. Contact our office today to schedule a consultation and learn more about how we can help you navigate the estate planning process. By acting now, you can protect your grandchildren’s future and ensure that they have the support they need.

Shelley Duvall’s passing highlights several important lessons you can apply to your own life. Whether or not you’re a celebrity or have a large estate, it’s crucial to have a plan in place that protects your assets and provides for the people you care about most. By creating a Life & Legacy Plan, considering the rights of an unmarried partner, and addressing potential mental health issues early, you can make sure your wishes are respected after you’re gone. And the best time to protect your loved ones is now.

Preparing for retirement can feel complicated. However, you don’t have to do it alone. If you’re unsure whether your savings will last or need help creating a comprehensive retirement plan, now is the time to act. Contact our office today to schedule a consultation and start building a retirement strategy that fits your goals. Your future self will thank you!