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The Importance of Gun Trusts in Estate Planning

The Importance of Gun Trusts in Estate Planning

When it comes to estate planning, many people think about wills, revocable living trusts, and powers of attorney. However, if you own firearms, especially those regulated under the National Firearms Act (NFA), a Gun Trust might be an essential part of your estate plan. Who Needs a Gun Trust? A Gun Trust, also known as Read More

ESTATE PLANS INVOLVING EQUAL BUT NOT EQUITABLE ASSETS

By Cason Parker, CFP® Original Article Published in GPSOLO, Volume 39, Number 6, NOV/DEC 2022 Here is an excellent article reprinted with permission of author Cason Parker, Certified Financial Planner, considering equality for heirs in estate planning. This is especially important for business owners. Please contact us with questions or for assistance with business succession Read More

Your Spring Cleaning Estate Planning Checklist

Spring is a great time for a fresh start, so as we begin the second quarter of 2021, let’s take the time to throw away unnecessary paper and clutter.  Here’s some guidance on what to keep and what to throw away from an estate planning perspective.  Contact us today to update your important documents. Estate Read More

How to Be a Mom and a Lawyer During the Pandemic

Original Article Published in GPSOLO, Volume 38, Number 2, March/April 2021 © 2021 by the American Bar Association Click HERE for Mobile Version

SECURE Act New IRA Rules: Change Your Estate Plan – Forbes

It’s time to update your will or trust, if your estate includes IRAs and certain retirement benefits! The new SECURE Act and its IRA rule changes may make your current will or trust designations invalid or obsolete.  This article from Forbes sheds some light on the new law:  https://www.forbes.com/sites/martinshenkman/2019/12/25/secure-act-new-ira-rules-change-your-estate-plan/

What Happens to Your Website and Other Digital Assets When You Die?

This is an important question tackled by Lifehacker contributor Michael Franco in the linked article below. I ensure that every will and estate plan I create covers all of your digital assets, not just domains.  If you have questions about how to pass on your digital rights, call me or send me an email. What Happens Read More