Millennials, or Generation Y, are now between 25 and 40 years old. According to a survey by Caring.com, less than 30 percent of Americans in this age group have estate plans in place. While it’s true that people in their 20s, 30s, and 40s don’t usually pass away, it happens every day. In light of […]
Estate Planning
How To Pick an Executor
An executor is responsible for ensuring your assets are distributed according to your wishes — a responsibility that introduces an element of legal and financial exposure. So choosing an executor is a serious decision. The person you select should have strong skills in at least some, if not all, of the following. Qualities to […]
Legacy Planning: The Things Money Can’t Buy
A lot of people think about monetary transfers and nothing else when estate planning is mentioned. In fact, there is a more complete approach in the form of legacy planning. There are things that you can do to enrich your estate plan and leave a lasting influence. Personal Memoirs It can be difficult for people […]
New Marriage or Partnership? Time for an Updated Estate Plan!
Gerry Turner, the first “Golden Bachelor” and a widower, and his wife, Theresa Nist, a widow, started divorce proceedings just three months after their televised wedding. Their marriage and subsequent divorce emphasize the importance of estate planning in remarriages or domestic partnerships where one or both partners were previously in a committed relationship. Previous […]
LGBTQ Estate Planning: Are You Prepared
Everyone should prepare for the inevitable, but LGBTQ estate planning is particularly important for many members of the community. Far too many people are unprepared, and you take a considerable risk when you go through life without a plan. Let’s look at the details. Changing Times Now that same-sex marriages are recognized, LGBTQIA estate planning […]
How Do No-Contest Clauses Work?
Contesting a will is not just the stuff of TV melodramas — it happens in real life. After you’re gone, if a family member believes you didn’t have the requisite mental capacity to execute your will, that someone exerted undue influence over you, that someone committed fraud, or that the will wasn’t executed properly, […]







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