Updates, News and Reminders

Blog Categories

Blog Categories

alt' man pointing to thing to know about estate planning topics'

6 Estate Planning Myths

February 5, 2024      by: tlaw

When it comes to estate planning, there are several myths. And not knowing fact from myth can be very costly.

alt="cover page of estate plann document"/>

Estate Plan Valid if You Move?

September 17, 2023      by: tlaw

If you move your legal residence, must you change your estate plan?

Americans move an average of 12 times in their lifetimes and as frequently as once every five years. Does your estate plan move with you?

As with all legal issues, the answer to that question is unnecessarily complicated.

Have Your Beneficiaries Been Reviewed Lately?

September 18, 2021      by: tlaw

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.

Living Trust Timely Updates to Act Now

August 20, 2021      by: tlaw

The Fall Season is traditionally when clients finally take care of their Living Trust and estate plan. There isn’t anyone who hasn’t thought of taking care of this critical business. But there always seems to be something more important to do. Hopefully, this update gives you some valuable information and an incentive.

alt="cover page of estate plann document"/>

6 Estate Planning Myths

May 4, 2021      by: tlaw

We are all guilty of putting something off to a later date. And if there is one thing that is very high on that list, it is taking care of our estate planning. Often, we don’t want to think about our death and most of our lives; we don’t consider our mortality. But none of … Continue reading 6 Estate Planning Myths

Estate Plan and Living Trust fall checklist

Your Fall Planning Checklist

August 22, 2020      by: tlaw

There are certain times of the year and certain times in your life when you should take a step back and organize. Under ordinary circumstances, fall is one of those times.

Steps to Take After the Death of a Family Member

July 26, 2020      by: tlaw

Death can preoccupy us during the COVID-19 crisis. There can be some good in that if we finally take care of our estate plan. Having a current estate plan makes all the difference for our family when the time comes. And when we do what is necessary, we can get on with the business of … Continue reading Steps to Take After the Death of a Family Member

"Lawyer meets with client for Living Trust signing on Zoom"

How Zoom Helps You Take Care of What’s Important

May 10, 2020      by: tlaw

There is good that comes from every challenging situation. Often, we have to let go of our resistance and take advantage of new opportunities. Most noteworthy, Zoom meetings are one of those opportunities.

COVID19 Living Trust for Your Peace of Mind

April 15, 2020      by: tlaw

Notice: In consideration of their front line work every day during this crisis, we are offering free Health Care and Financial Power of Attorney Documents to all Health Care Workers and First Responders. A complete Living Trust estate plan is offered for a 50% fee reduction. We can set up a remote signing in the comfort and safety of home.

Trustees and Living Trusts

Trustee: Who to Choose and What They Do

May 12, 2019      by: tlaw

The Trustees Role What is a Trustee? A Trustee in a Living Trust has similar responsibilities as an Executor in a Will. A Living Trust is the most effective, cost-efficient and private estate plan, administered outside of Probate Court. In contrast, a Will requires Probate. Incidentally, Wills for Heroes provides an excellent service for First … Continue reading Trustee: Who to Choose and What They Do