skip to main content

How to Make Changes to Your Will

As life circumstances change (births, marriages, divorces, and deaths), it may become necessary to make changes to your will. 

9 (Potential) Problems with Your Trust

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Here is a checklist of trust features you can review yourself.

What You Can’t Do With a Will

While a will is one of the most important estate planning documents you can have, there are things that it won’t cover. A will is just one part of a comprehensive estate plan. 

Using Estate Planning to Prepare for Medicaid

Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations. 

How Your Estate Is Taxed, or Not

Congress sets the amount that an individual can transfer tax-free either during life or at death. The current estate tax exemption is so high that very few estates will have to pay an estate tax. 

Your Medical Directive

Any complete estate plan should include a medical directive, which can encompass a number of different documents. 

Practice Areas

Estate
Planning
Elder Law
Probate Medicaid
Planning

Our goal is to leave you feeling more secure about your future

We start with a free consultation. We take time to understand your situation We answer your questions We explore all your options

Our goal is to leave you feeling more secure about your future