Category: Estate Planning

When Should I Think About Getting an Estate Plan?

Clients often wonder at what age (or in what financial situation) should they think about getting a Will or Trust. Frequently, clients ask: 1. What is a standard time to get an estate plan (what age)? 2. Do estate plans only benefit the wealthy? Most people, regardless of age or financial means, benefit significantly from […]

Published on January 22, 2020

What Is an Estate Plan? What’s Included?

Estate Planning provides legal tools to better control the circumstances of life and prepare for the future. Learn more about the types of legal documents that are included. What is an estate plan? An estate plan is a coordinated set of legal documents that allow you to manage your life and property as you see […]

Published on October 1, 2019

An Overview of Beneficiary Deeds

Beneficiary Deeds and the benefits they offer. Overview A Beneficiary Deed is a legal instrument that conveys title to a piece of real property upon the grantor’s death. -This document can include a single beneficiary or multiple beneficiaries. -For a Beneficiary Deed to be valid, you must have it recorded at the Recorder of Deeds […]

Published on September 12, 2019

Do I Need an Attorney, or Can I Use an Online Service for Estate Planning?

You need an attorney. A comprehensive Estate Plan consists of documents that control your wealth and possessions and determine your future health care and financial decisions. Have it done right. When you hire an attorney, the documents drafted on your behalf are designed specifically for you. Your family and financial situation are unique. Your concerns, […]

Published on August 27, 2019