Estate Planning

A thoughtful estate plan gives your family clarity. It answers who will inherit, who will care for children, and who will step in when needed.

You’ve Signed Your Estate Planning Documents…Now What?

Once you’ve signed your estate planning documents—your will, powers of attorney and other important paperwork—you’re more prepared than most Americans. However, you’re not out of the woods yet. You need to make sure they’re ready

Three Dangerous Consequences of Putting Off Estate Planning

Any attorney can tell you it’s best to create your will while you’re healthy and in full command of all your resources. Unfortunately, though, some people just let time slip by. You need to know

Does an IRA Beneficiary Designation Override a Will?

I recently received a note from a woman whose mother had recently passed away. Her mother’s Will directed that her estate be divided equally among her three children. However, she had an IRA that listed

Don’t Forget To Coordinate Beneficiary Designations

Some people go through the time and expense of making a Will but fail to change beneficiary designation on non-probate assets such as life insurance. This can affect your overall distribution scheme. Once you have

How To Talk To Your Family About Estate Planning

Even in very close families, discussions about estate planning are uncomfortable. It’s difficult to know the right time to bring up the subject, or even what to say. Children of elderly parents often worry that

The First Step is the Hardest Part

Last Monday, I took the whole day off work. I turned off my computer after making just a couple of phone calls that couldn’t wait, and didn’t respond to any emails or work on any

Is Real Property Purchased with an Inheritance during Marriage Separate or Community Property?

When someone receives an inheritance during marriage, one of the most common questions that follows is whether that inheritance, or anything bought with it, belongs to them alone or to both spouses. The answer

Where Are Your Important Documents?

I got a call yesterday from a woman, who I’ll call Sue, whose mother suffered a stroke. Sue’s mom was only 67 years old. The stroke left her completely incapacitated, unable to talk, write or

Will My Surviving Sibling Inherit My Entire Estate If I Die Without A Will?

I was contacted recently by a man I’ll call Jack, whose uncle had just passed away. Jack’s uncle was single, his parents had predeceased him, and he left only one surviving sibling, Jack’s mother. Jack

Hoping For the Best Shouldn’t Keep Us From Preparing for the Worst

We Americans are an optimistic bunch. Despite our economic downturn, the majority of us are optimistic about our futures and being in control of our lives. Our optimism bleeds into our personal outlook for the

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From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.