Trusts and Estates

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21 Reasons 2021 is the Year of the Estate Plan

If you’ve delayed getting your estate planning documents together, this year, 2021, is the year to get it done. Think about it. You are stuck in this pandemic which took away your control over so many things. You cannot travel and visit with others as you wish. This entire time can be viewed as a complete time waster, if we do not act to create something of value. How about using 2021 to create the joy of accomplishment?

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Pandemic Planning-Wills, Trusts and More

People under the age of 65 account for more than 20% of COVID-related deaths in the US. However, young people are less likely to have estate planning documents, like a will or advanced directive, in place than those of older adults. This means that many people who are dying from coronavirus likely do not have documents in place to dictate who cares for their children or what happens to their home or money.

Need a Will or a Trust

Need a Will or Trust? Ducks in a Row!

Almost everyone knows it is important to receive these documents but many don’t do that. And we wondered why. Why do people avoid getting necessary documents? So we did our own informal survey and discovered the people are just overwhelmed with a seemingly large vats of documents they need to give to an estate planning attorney in order to get their own plans in order.

Virtual Will Camp-Why You Should Get in on the Beta Test

In the next couple of weeks, we are excited to begin beta-testing our new Virtual Will Camp.  This is a modern, virtual way to obtain estate planning documents quickly, easily, “at a distance” and accurately.   Yes, we are doing this to respond to the new practice of “social distancing,” but, to be honest, this has …

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