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Hurricane Headaches

Headaches of Hurricane Season It’s that time of year again. Everyone holds their breaths and hopes for an inactive hurricane season.  It’s important to be prepared for a storm that may come through. This includes long term planning – such as making sure to have a good...

Digital Assets – Digital World

  Have you ever thought about what happens if you do all your banking online and get your bank statements through email? What happens if no one knows where you bank or what your email passwords are? Well, it makes administering your estate much more difficult, which...

Lessons from an Attorney

Lesson 1 – Don’t wait The first lesson I have is – DON’T WAIT. It’s easy to think you’re invincible (me included), but I have seenmultiple times clients are in the middle of the estate planning process, but never execute theirdocuments. The new documents...

Spring Cleaning

Just as you commonly go through your closets and see what needs to be thrown away and what should be saved, you should go through your estate plan too and determine what needs to be cleaned up. Do any old beneficiaries need to be hauled away? Do you want to make more...

Trusting your Trustee

Trusting your Trustee (or Personal Representative) can be one of the hardest parts of setting up your Estate Plan. You want to make sure that it’s someone who is financially responsible, organized, and will carry out your final wishes. Typically you are the Trustee...