Planning for the end of life is something most people prefer to avoid. It can feel uncomfortable or easy to postpone.

Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have ...

Many lawyers (myself included) will hold your original documents in their firm’s will vault. Years ago, that consisted of an actual vault or bank safe that was locked and fire proof. Nowadays, many ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

One of the most common questions being asked of estate planning attorneys lately is: “Is it possible to sign my will during the COVID-19 quarantine?” The same question can be asked with respect to ...

An estate plan is not 'set and forget.' Learn four key reasons why reviewing and updating it protects your family and legacy.

In general, I believe transparency is the best approach to estate planning when a client has adult children. Of course, what “transparency” actually means will differ according to the client and the ...

Millions of Americans move to a different state each year, and they often forget to update their estate planning documents, which can wreak havoc on their plans, experts said. Only 24% of Americans ...