What to Do When a Family Member Dies

In recent weeks, it’s been my sad misfortune to lose two close relatives in my family. After the initial shock of the loss of each beloved family member, I have been swamped with questions from other family members and friends about what to do (in terms of legal obligations) when a loss like this occurs.Continue reading “What to Do When a Family Member Dies”

When Should You Get a Trust?

A trust is a document created to manage your assets – property, financial holdings, personal belongings, not only during your lifetime, but after you’re gone. There are generally three kinds of trusts to consider in your estate planning: Living trust—A document concerning the management of your assets which can be amended or revoked at anyContinue reading “When Should You Get a Trust?”

Time To Review Your Estate Plan

Here we go again… Another year has passed and with it came life events that may have affected your estate plan, if you in fact have one. The overwhelming truth is that far too many people don’t plan ahead and if they at one time did have the wherewithal to do so, they forget toContinue reading “Time To Review Your Estate Plan”