Estate Planning for a Second Marriage and Blended Family

Estate Planning for a Second Marriage and Blended Family

Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage. It takes a certain kind of courage to embark on new marriages after being married previously, even...
Should You Update Your Will When You Move?

Should You Update Your Will When You Move?

“State-by-state differences in matters around taxes, inheritance, marital property and more make a thorough review imperative.” In the excitement of a move from one state to another, people often forget that their estate plan may need to also change with their address...
Does Your Estate Plan Include Digital Property Protection?

Does Your Estate Plan Include Digital Property Protection?

“It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.” One of the challenges facing estate plans today is a new class of assets,...
How to Choose a Trustee

How to Choose a Trustee

“Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.” To protect all that you have worked for and take care of the most important people...
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