Category: Estate Planning

Your Facebook Afterlife: Estate Planning for Digital Assets

Posted on May 14, 2019

Article written by Rhiannon M. Hartman, Esq.

Imagine that you have been named the Executor or Trustee to handle the estate of a distant relative and you know very little about its assets.  In 1980, acquiring this type of information would have been relatively straightforward.  Upon assuming your duties as Executor/Trustee, you could locate a file cabinet in the home and begin to review financial statements, tax returns, and regular household bills.  You could also have the post office begin forwarding the deceased’s mail, to ensure you receive additional financial documents which may not have been located in the home. 

Posted in Estate Planning

Estate Planning Options for Pet Owners: Planning for a Crisis and after Death.

Posted on April 29, 2019

Article written by Bennie A. Wall, Esq. As a pet owner, you should have plans in place ensuring your pet’s care for both your incapacity and your death. Effective estate planning for pet owners will consider not only with whom […]

Posted in Estate Planning

Six Considerations When Choosing a Pet’s Caregiver

Posted on April 25, 2019

Article written by Bennie A. Wall, Esq. Planning for pets can be one of the most important pieces of your estate planning, and choosing who will be the ideal caregiver to your beloved animal is a key component of any […]

Posted in Estate Planning

Cognitive Impairment A Long And Winding Road

Posted on March 26, 2019

Article written by Beth Ann Lawson, Esq. As an attorney, I meet wonderful families in various stages of planning for the mental incapacity of a loved one.  Some families are struggling with a current crisis with more limited legal options […]

Posted in Asset Protection Planning for Long Term Care, Elder Law, Estate Planning, Guardianships & Conservatorships

Retirement Plan Trust

Posted on February 27, 2019

Article written by Jonathan B. Osler, Esq. If you are reading this article, chances are good that you have done an excellent job socking away funds in an Individual Retirement Account (IRA) or in multiple IRAs.  Indeed your IRA may […]

Posted in Estate Planning, Retirement Planning Trusts