Tim Alles

Jordan Bush

Chris Shourds

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Previous Newsletters

April 2021 Does My Estate Plan Have An Elephant In The Room? (Part I)

March 2021 How Can I "Trust" My Trustees?

February 2021 What Do Tiger Woods' Tweets, and Your Social Media Content Have to Do with Estate Planning? (Part II)

January 2021 What Do Tiger Woods' Tweets, and Your Social Media Content Have to Do with Estate Planning? (Part I)

December 2020 What Are Estate Taxes And Why Do They Matter?

November 2020 What Life Events Should Trigger an Estate Plan Review?

October 2020 My Child Is A Spendthrift. What Can I Do To Protect Their Inheritance?

September 2020 What Is the Difference Between Estate Planning and Elder Law?

August 2020 Estate Planning After a Divorce - What Does It Mean for Your Estate Plan?

July 2020 What Should You Expect From Your Trustee?

June 2020 Should You Pass Your Assets Through A Trust Or A Will?

May 2020 Important Issues To Consider For Your Estate Plan

April 2020 Important Estate Planning Considerations During a Pandemic Crisis

Important Issues To Consider For Your Estate Plan

Untitled 1 Imagine that your 94-year-old uncle has never created his will. Now he is about to die and has no plans.  Sound far-fetched? Actually, it’s a remarkably common situation. Estate planning is something everyone knows we should do; but time gets away from us.  Sometimes we are confused, scared, or just plain procrastinators. Very few of us want to consider what happens after we leave our families.

A well-executed estate plan can give you peace of mind knowing that, when the time comes, you’ll be able to help provide for your family and have your wishes followed.

When Is a Good Time To Plan My Estate?

In general, it’s never too early to start planning. The fact is that we have no idea what life has in store for us. For example, a serious illness or injury can happen to anyone at any time. A sudden death without a will, can subject one’s property to a state’s intestate succession laws and a probate judge will need to decide the case.  This means that your loved ones may be subject to hefty inheritance taxes, and your property may not be allocated in accordance with your wishes. Thoughtful estate planning can avoid many of these pitfalls.

What If I Become Incapacitated?

While incapacitation is another topic that is tough to face, it’s important to consider the legal ramifications as they relate to your estate. If you are unable to make important financial and/or medical decisions for yourself, having a power of attorney in place ensures that an agent you choose will make those decisions on your behalf, and in accordance with your best interests. If you face medical decisions related to life-sustaining efforts or ongoing treatment, but are unable to make your own decisions, having a living will and a durable power of attorney for healthcare will ensure that your wishes, and those of your family, are respected.

How Do I Prepare For My Estate Planning Needs?

Estate planning is complicated, and it is specific to each person’s unique circumstances. There may be tasks that you need to attend to for your estate plan to be in accordance with your wishes.

Examples include:

       Changing how a piece of property is titled.

       Changing the beneficiary on an insurance policy or another financial instrument.

       Making tax-saving gifts to family members now.

       Preparing a letter designating which family member should have sentimental and heirloom items.

       Creating a list of assets and liabilities.

       Deciding who may act as guardians if you have young children or adult children with special needs.


A knowledgeable estate planning attorney can help you navigate these important issues, and make sure that your property and documents are in order.  They will be able to help ensure that your needs, and your loved one’s needs are met, without undue stress and complications when the time comes.

Important Information: The information contained in this newsletter, and any related web page(s), is for general information purposed, by its nature, and does not contain any legal or tax advice. It is written to be accurate and educational. This newsletter may not be construed as legal or tax advice, or solicitation for legal or tax services of any kind. For this reason, no attorney-client relationship is created, and no one should take any legal, tax or other action, based on the information contained in this newsletter or any related web page(s), until having consulted competent professional advisor(s) and attorney(s). Some links in the newsletter may lead to other places on the worldwide web, that are for informational references only. We do not necessarily sponsor, endorse or otherwise approve of the materials appearing in such sites. Nothing contained in this newsletter and any related web page(s) is intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. No information contained this newsletter and any related web page(s)relating to any federal tax matter may be used by any person to support the promotion or marketing or to recommend any federal tax matter. Taxpayer(s) should seek advice based on the taxpayer's particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter described in this newsletter and any related web page(s).

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