Apr 13, 2020

Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have

2020-04-13T23:39:32+00:00April 13th, 2020|Estate Planning|0 Comments

Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one [...]

Apr 7, 2020

Choosing a Gift to Give to a Charity

2020-04-09T02:12:07+00:00April 7th, 2020|Estate Planning|0 Comments

Choosing a Gift to Give to a Charity If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the charitable organization, certain accounts or pieces of property may be better suited for donation to the charity. [...]

Apr 7, 2020

Estate Planning Considerations for Restauranteurs

2020-04-09T02:08:07+00:00April 7th, 2020|Estate Planning|0 Comments

Estate Planning Considerations for Restauranteurs If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may be even more demanding than most, and your working hours may extend far beyond the typical working day. Nevertheless, it is very important for you to set aside [...]

Apr 7, 2020

Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?

2020-04-23T18:53:46+00:00April 7th, 2020|Estate Planning|0 Comments

Can a Non-U.S. Citizen Create an Estate Plan in the U.S.? The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States. Some of them have become U.S. citizens, but many non-citizens live in the United States as well. In 2019 [...]

Apr 7, 2020

Unclaimed Property -What is it, Where to find it, and Its Impact on Estate Planning and Administration

2020-04-09T02:00:12+00:00April 7th, 2020|Estate Planning|0 Comments

Unclaimed Property -What is it, Where to find it, and Its Impact on Estate Planning and Administration For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of how careful we are with our finances, it is possible for utility deposits, [...]

Apr 7, 2020

COVID-19: A Reminder of Why Estate Planning Is Important

2020-04-09T01:56:09+00:00April 7th, 2020|Estate Planning|0 Comments

COVID-19: A Reminder of Why Estate Planning Is Important Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness if contracted. Thankfully, for the great majority of people who have contracted the disease, the symptoms appear to be relatively mild. Nevertheless, it is crucial for [...]

Mar 3, 2020

National Genealogy Day: Investigate the Past and Impact the Future

2020-03-04T19:06:45+00:00March 3rd, 2020|Estate Planning|0 Comments

National Genealogy Day: Investigate the Past and Impact the Future Genealogy has long fascinated many people, and it continues to be studied by those who are interested in discovering who they descended from and what those family members were like. Many of us have gazed at black and white or sepia-tone photos of ancestors whose [...]

Mar 3, 2020

Ancillary Probate: When Is It Used, Where It Occurs, and How to Avoid It

2020-03-04T18:49:22+00:00March 3rd, 2020|Estate Planning|0 Comments

Ancillary Probate: When Is It Used, Where It Occurs, and How to Avoid It Many people own property in more than one state—perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is important to think about how that property will be [...]

Mar 3, 2020

Writing Your Own Obituary as an Addition to Your Estate Plan

2020-03-04T19:32:38+00:00March 3rd, 2020|Estate Planning|0 Comments

Writing Your Own Obituary as an Addition to Your Estate Plan An obituary can be much more than just a dry announcement of the time and location of your funeral or memorial service. It can be a way to share your life story, communicating information about significant events and people, as well as important values [...]

Mar 3, 2020

Spring Cleaning: Time to Clean Up Your Estate Planning

2020-03-04T19:42:40+00:00March 3rd, 2020|Estate Planning|0 Comments

Spring Cleaning: Time to Clean Up Your Estate Planning Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. With spring fast approaching, now is [...]

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