same sex marriage and estate planning girl walking through field with rainbow flag

When The U.S. Constitution Affects Estate Planning

Given the recent unrest regarding the possible overturning of one of the most important laws in Women’s health, it’s important to look deeper into how Constitutional law may affect not only women’s rights over their bodies, but other cornerstone laws as well, and in return Estate Planning at its core. One of my favorite classes…

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estate planning in your 30s - young family on the beach

Why You NEED an Estate Plan In Your 20s and 30s

If you think estate planning is just for the old and wealthy, you are way off. Estate Planning in your 20s and 30s will build the foundation you need. Be confident that your assets are safe, your healthcare will be managed, and that your children’s future is secure. I’m honestly embarrassed to say that I…

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does a will avoid probate court

Does a Will Avoid Probate?

Clients are often unpleasantly surprised to learn that having a Last Will and Testament does not negate the need for probate. And they are sometimes annoyed when they learn that even though they are named as the Executor in a Will, that alone does not give them authority to access the decedent’s assets. Yet both of these statements are true.

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i love you will

What Is An “I Love You” Will and When It’s a Bad Idea

Most couples have what I call “I Love You” Wills, which state that all of their assets pass to the surviving spouse. Moreover, many couples own all of their assets jointly, so the assets pass to the surviving joint owner even without a Will. This is usually the outcome that couples want, but there are…

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What is a conservator

What Is a Conservator?

Definition of Conservator – A guardian or a protector nominated by the probate court to manage the financial affairs and/or personal affairs and daily life of the conserved person due to physical or mental limitations. Who Can Be a Conservator? It may be a single individual, a state official, a non-profit organization, a business, or…

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