Probate Avoidance

Probate Avoidance Mistakes

Probate can be a complex and lengthy process that many people wish to avoid when planning their estates. While it’s possible to sidestep probate through various means, such as trusts, joint ownership, and beneficiary designations, individuals often make critical mistakes in their attempts to avoid probate that sometimes cause more harm than going through probate.…

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Will and Estate Planning

What is the Difference Between a Will and Estate Planning?

A Will, also referred to as a Last Will and testament, is the document that most people consider essential to ensure that their wishes are carried out after their passing. On the other hand, many people do not think that they have enough money to warrant having an Estate Plan. While both are integral parts…

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2025

6 Essential Estate Planning Goals for 2025

Have you made your list of New Year’s Resolutions for 2025 yet? Whether you started your list or not, let me help you with some inspiration – Estate Planning Goals should be at the top of the list! At the end of every year, we seem to think that “next year will be my year”…

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Who Has The Legal Power To Make Decisions For You

Who Has The Legal Power To Make Decisions For You?

Who’s Making The Decisions Around Here??? Let’s start at the very beginning. When a baby is born, the child’s parents make decisions for her. And as she ages into a toddler, child, and teenager, the parents have full legal authority. When the child turns 18, the parents DO NOT have the authority to make decisions.…

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legal capacity and dementia

Legal Capacity and Dementia: What You Need to Know

Happy May! The month of Elder Law awareness. To begin the month, we wanted to discuss legal capacity and dementia. We sometimes hear from clients or their loved ones that they believe that a diagnosis of dementia means that the person cannot execute estate planning documents. This is not necessarily true. What Is Legal Capacity…

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