Celebrity estate planning mistakes remind us we are all vulnerable
It appears that Aretha Franklin was among the 58% of US adults who do not have an estate plan. Her estate, estimated to be worth $80 million, will now go through the lengthy and expensive, not to mention quite public, legal process known as probate. While we don’t...Tax Cuts & Jobs Act Bill Highlights
Click here for information provided to us by Robert S. Keebler and WealthCounsel, LLC regarding the Tax Cuts and Jobs Act bill.Report Shows Electronic Health Records Fail to Let Doctors Obtain Advance Directives
There is a reason why we include as many health care documents in our estate plans as we do. We know how important it is to our clients that their wishes are executed. We enroll all of our clients into the DocuBank electronic registry so their advance directives are...5 Common Estate Planning Mistakes
1. Adding your child or someone else to your bank account (Creating a Joint Account). While this may sound like a good idea so that someone can pay your bills if you become incapacitated, the reality is that if you add someone to your account you have not only made a...Docubank’s SAFE Program
For us, DocuBank is a no brainer. It is a great resource for storing our client’s health care directives in a way that makes them easily accessible by medical professionals when they need them the most. Now we have some great news to announce to our clients...8 Estate Planning Things to Do Before You Travel
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of these will help you travel with peace of mind,...Tough Talks- Letter to an Ex
When thinking about estate planning, most people only look to the future, and forget about the decisions they made in the past. Countless times in handling probate and trust administration cases we have seen the surviving family come to us and proudly claim that all...Beware of Scams Regarding Your Legal Documents
A confused client called our office today after receiving a letter from Local Records Office, “Didn’t I already pay you to record my deed? Is this another county fee?” After he faxed us the letter, we knew right away that it was scam. The...
