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Will your Estate Plan work when you need it?
- May 30, 2024
- Posted by: Carolyn
- Categories: Estate Planning, Families, Living Trust
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Consider what’s changed in your life since you last revised your estate plan. It’s important to remember that estate planning is an ongoing process, not a one-and-done event. Your plan should be regularly updated to reflect changes in your assets, family situation, and laws. Will your current plan work the way you want, when you need it?
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Can I just DIY my Estate Plan?
- April 1, 2024
- Posted by: Carolyn
- Categories: Artificial Intelligence, Estate Planning, How To, Living Trust
For many of the same reasons, you shouldn’t rely on AI apps to create your estate plan, and you shouldn’t expect to DIY an estate plan with any actual effectiveness. While there certainly are do-it-yourself options for estate planning, if you can afford to pay for expert help, and avoid costly pitfalls, why wouldn’t you?
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We moved. Do we need to update our Estate Plan?
- March 25, 2024
- Posted by: Carolyn
- Categories: Estate Planning, How To, Living Trust
It’s a good idea to have your Estate Planning Attorney review & update your trust every 5 years, even if you think nothing has changed in your circumstances. This is especially true if you have moved to a new state, as the laws can differ from those of your previous state.
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I’m Single Person, Without Children. Why Do I Need an Estate Plan?
- January 10, 2024
- Posted by: Carolyn
- Categories: Estate Planning, Living Trust, Single Person
I’m a single person, without children. Why would I need an Estate Plan? Proper estate planning is crucial to safeguarding your wealth, assets, and even your life. Without it, you risk leaving your surviving family and friends to deal with potential conflict, mess, and expense if something unexpected happens.