Pets & Estate Planning

Pets & Estate Planning

All pet owners know that pets aren’t just animals…they are part of the family! Don’t forget to consider what you want to happen to your pets when completing your estate planning. Often our clients will want to include planning for their pet’s care by appointing a pet...
Guardianships of Minors and the Trust Solution

Guardianships of Minors and the Trust Solution

Life insurance policies and retirement policies are examples of “non-probate assets.”  These accounts will transfer to the beneficiaries named in those policies upon the death of the account holder.  We have often heard clients previously advised to name the...
Traveling Abroad? Pack Your Papers!

Traveling Abroad? Pack Your Papers!

Those of you who have been estate planning clients and have heard my speech about keeping hard copies of documents in a place that is accessible to others may be amused to hear that I don’t always practice what I preach.  An anecdote from a recent trip provides a...