Individuals often wish to make lifetime gifts to their loved ones as part of their estate plan. They frequently desire to make direct gifts to their beneficiaries because it is less complex than creating and utilizing a Trust. However, a properly structured...
Preserving & Protecting Your Family’s Assets & Legacy
Month: June 2022
What you can do now to avoid probate later
One of the most fundamental estate planning documents is the Last Will & Testament. In a Will, the creator, or testator, can appoint an executor to settle the affairs of the estate, which includes, among other things, paying expenses and distributing assets to...
The value of a second opinion from a personal injury attorney
So, what if someone turns down your car accident case? I have a client who was in a car accident. She was driving a car, going straight and the other vehicle made a left turn in front of her. The other vehicle said it had a green arrow, and my client said she had a...
The importance of choosing the right agent for a healthcare proxy
You never know when a serious illness or accident will occur; hence, the importance of having a health care proxy. Equally important is your choice of an agent to make health care decisions on your behalf if you should become incapacitated. About the Health care Proxy...
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