News Author: Amanda Whitely
Back to School – Estate Planning for College Students
As college students prepare to move into campus housing and attend orientation, estate planning is likely the last thing on their mind. However, when a person turns 18, health care decisions and managing financial matters no longer reside with the parent. Having certain estate planning documents in place prior to the start of the school
When Do I Need an Estate Plan?
One of the most common questions we receive in our Estate Planning practice is “when do I need a personalized estate plan?” While there are many factors to consider, you will want a personalized estate plan when there is a significant change in your life, or you do not like the default plan created for
Estate Planning 101: Making Bequests to Charity
Many clients opt to make charitable donations to further charitable intentions and to perhaps help reduce estate tax exposure in the process. Charities often fulfill needs and perform work that the government does not otherwise provide, and supporting a charity can stretch one’s dollars further as charities can be more efficient with the contributions than