The challenge with family legal planning, or estate planning as they call it, is that it relies on a plan that protects your family at an unknown time, under unknown laws, utilizing unknown assets for an unknown family situation to accomplish unknown goals. And while we don’t know when you’ll need it, we know your […]
So, you’ve set up a trust because you want to keep things as simple as possible for your family, and allow your house to pass to your children upon your death without any delay. Now that your trust owns your home, here are some things you should know.
Burials are taking their toll on the environment. Casket production, and the chemicals involved in embalming are just two reasons. If you care about the environment during your lifetime, why not also in death?
On May 4th, I became a first cousin, twice-removed. I know. It’s not quite as glamorous as becoming a mom or a grandmother, but that’s what it is. First cousin, twice-removed. Basically, my father’s sister became a great-grandmother for the first time. Ancestry. MyHeritage. Archives. FamilySearch. The world of online genealogical research has exploded recently. […]
The problem today is that while we can make plans for unforeseen future events, we don’t want to get out of our comfort zone and so instead we stay in our safety cocoon. We hem and haw and hope for the best. Maybe even gleefully saying, “What do I care? I won’t be here” to […]
We know that 100% of people aren’t getting out of here alive. Even with that Universal Law, there is so much anxiety around planning for our inevitable exit. And there doesn’t have to be! One question that always comes up around estate planning is “Do I need a Will or a Trust?”
Probate… It’s a word that either people have never heard of or fills them with dread. It’s the big, hairy, yuck that happens when somebody dies. But it doesn’t have to be!
I recently received this email: Tracey, I have a new baby and am suddenly realizing that I don’t have a Will. My husband and I really need Wills – but we also really need to pick somebody who could take care of our son if something happened to us. But what do I need to […]
You know you need to take care of your estate planning and yet there are so many steps – steps you don’t even know what they are – you end up putting it off for months or years. Congratulations! You’re human!
The second reason that people don’t have their Will done (or are putting it off) is because they feel they’re too young and just don’t need one yet.
