Question 1: I have an estate plan but did not include my pet. Can I add my pet as a beneficiary of my current plan, or do I need to set up a separate plan? We can easily change your current estate plan to include instructions that benefit your pet, designate someone...
Month: August 2024
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses on surviving spouses, children, grandchildren, and charities, many pet parents...
Debunking Common Misconceptions About Wills
The majority of Americans do not have a will, and the number of US households with a will has been in steady decline.[1] At the outset, it is important to dispel a recurring myth about estate planning: It is not just for the wealthy—or older adults, married couples,...
Could a Will Be Right For You?
The term last will dates back more than a millennium to English common law, in which a person expressed what they “willed” to have happen to their property. The use of what we now know as a will dates back even further, to ancient Romans, who, under the Code of...
Why Snow White’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White and her stepmother. After losing his wife, the king decided to marry again to provide a motherly influence for his daughter, Snow...
Are You Ready to Celebrate National Make-a-Will Month? Empower Yourself with Peace of Mind This Month
Which Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Like many Americans, you may wait for a major life event...
To the Millennials: The Time to Plan Is Now
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of a different generation, and we are here to help you craft an estate plan that...
Things to Know When Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a child into the world, full of hopes and dreams about their future, and then watch them spiral down into addiction. Having someone...