With the new President-Elect set to take office in the new year, the Biden tax proposal could impact your estate planning, and now is a good time to make changes to protect your assets and the legacy you leave your family. No doubt there will be some significant legislative changes happening. While these proposals have not yet been passed into …
How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess
Maybe you’ve heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most efficient and affordable plan possible for your family without shopping estate planning lawyers the way …
How Much Should My Estate Plan Cost?
As you can imagine, we get the question “how much should my estate plan cost” quite frequently. And, it’s a good question that I want to answer for you as clearly as I can, given that there is not a “one-size-fits-all solution” for every family. I would quickly run away from any lawyer who can tell you exactly what your …
6 Common Mistakes Most Parents (And Their Lawyers!) Make When Naming Guardians
Have you made of these 6 common mistakes that could leave your kids in the care of someone you would never want or choose? Named a couple to act as guardians when you don’t really want both people in the couple and you haven’t said what should happen if the couple broke up or one of the partners in the …
5 Things to Know Before Hiring a Personal or Business Lawyer
Before hiring a personal or business lawyer to guide you, your family, or your business, ask these 5 questions to ensure that you don’t end up paying a whole lot of money for services that are not what you need, expect or want. Hiring an attorney does not have to be a fearful experience. Instead, it can be the most …