Category Archive for : ‘Beneficiaries’

Now that we’ve all enjoyed celebrating Memorial Day, school is almost over and the summer travel season has officially begun, many of us start thinking about our estate plan (or our lack of one) every time we board an airplane or get behind the wheel for a long summer car trip. When we travel, it’s not uncommon to be anxious about whether or not we’ve adequately protected our loved ones, such as whether we’ve appointed a guardian for our children.

Before I travel, I know I always create a “to-do list”

As we breath a collective sigh of a relief now that the holidays are over, the decorations have been stored, and spring seems just around the corner, many of us direct our attention to fulfilling our New Year’s Resolutions. One important resolution you should consider completing in 2015 is creating your estate plan. Estate planning is a necessity that is too often overlooked in the hustle and bustle of everyday life. In fact a study by LexisNexis determined that more than half of all Americans do not have a will

When clients meet with me to sign their finished estate plan, they often ask where they should store their estate planning documents. They are understandably concerned about keeping their personal information safe, while at the same time wanting to make it easily accessible to loved ones who may have to step in at a moment’s notice and care for their minor children and assets. I always advise them that communicating to their loved ones that they created an estate plan is an important step in the estate planning process.

Here are

I’m frequently asked questions by couples in their second marriage about how to provide for their children from their prior marriage. Married clients often find it challenging to agree with their spouse about their choices for trustees and executors, guardians for their minor children, and how their beneficiaries will inherit their estate. My clients who have divorced and remarried find the estate planning process that much more difficult with their blended family as they struggle with how to provide for their respective children equally and fairly.

According to the National Stepfamily