by Lauren Jackson | Feb 15, 2024 | Attorney, Beneficiaries, Estate Planning, Lawyer, Living will, Power of Attorney, Retirement, Revocable living trust, Trusts, Wills
Whether you want to think about it or not, there comes a time in everyone’s life when it is too late to complete an estate plan. Waiting until the last minute, or until a significant life event occurs, can lead to complications and potential limitations. Being an...
by Lauren Jackson | Feb 1, 2024 | Attorney, Estate Planning, financial advisor, Lawyer, Limited Liability Company, Retirement, Small Business
One of the most important things we can do for our families, and our future selves, is to save money in retirement accounts. I’ve noticed a common client misconception that all money in retirement accounts (IRA, 401K, 457, etc.) is protected and untouchable by...
by Lauren Jackson | Jan 12, 2024 | Attorney, Beneficiaries, Estate Planning, executor, Irrevocable trust, Lawyer, Revocable living trust, Trusts, Wills
Throughout the years, we have helped clients who believed that they were not getting their fair share of an estate or their family’s personal belongings. Unfortunately, even dealing with family, sometimes especially when dealing with family, when money or...
by Lauren Jackson | Dec 2, 2023 | Attorney, Billing, Estate Planning, executor, Lawyer, Small Business, Trusts, Wills
As more AI is developed, there will be more web-based companies that you can choose to help you draft your estate plan. Online companies will make promises to lure you in with convenience or an upfront cost that might seem too good to be true. Let’s review why...
by Lauren Jackson | Oct 13, 2023 | Attorney, Beneficiaries, executor, intestate estate, Lawyer, open probate case, Probate, Small estate
If a family member dies without a properly executed estate plan, those left behind are faced with a highly stressful and unpleasant experience. There are many questions that must be answered. If the person who died has assets equaling a certain amount and are of a...
by Lauren Jackson | Sep 30, 2023 | Attorney, Beneficiaries, Beneficiary, Estate Planning, executor, Guardian, Lawyer, spendthrift trust, Supplemental Needs Trust, Trustee, Trusts
Over the years I have had clients who wish to leave assets or money to a beneficiary who is either on disability or doesn’t have the wherewithal to manage his or her own finances. If you want to leave money to someone, but are worried the beneficiary won’t use or...
