The Crucial Documents Your 18 Year Old Needs

As a parent, you have always had the ability to make medical decisions for your child, but when your child turns 18 years old and is legally recognized as an adult, that ability disappears. Because of healthcare privacy laws (HIPAA), you also lose access to anything related to their medical records. Read More

Preserving Digital Memories and Assets for Your Loved Ones

What would happen to photos or videos stored on your hard drive, or uploaded to a photo sharing site when you pass away? What about your email and social media accounts, or the data on your smart phone? Or your iTunes library and eBook purchases, or your online banking and shopping accounts? Read More

Options for Giving to Minors

If you are considering making a gift to a minor, you have options. Typically, a gift to a minor will be done in trust, which allows you to maintain maximum control over the funds, or through a custodial account under the Uniform Gift to Minors Act (UGMA) or Uniform Transfer to Minors Act (UTMA), which is more strictly regulated by state laws. Read More

Retirement Beneficiary Designations – Common Mistakes

When is the last time you checked your beneficiary designation forms for your IRA or employer sponsored retirement plan? Even if you think your forms are all set, who you have listed – or not – may surprise you. Some of the most common estate planning pitfalls lay in beneficiary designation forms, which trump the terms of a will. Read More

The Basics of Estate Planning for Intellectual Property

If you are an inventor, architect, artist, author, or business owner, you may have already thought about planning for your intangible intellectual property within your estate. But, many individuals have this type of property and don’t realize it, or the extent of it. Read More

The Estate Plan Checkup You Need After a Divorce

Are you recently divorced? Among all of the changes and logistics that accompany divorce, from legal battles and paperwork to adjusting to a life without your former spouse and the emotions that may come with it, it’s common to forget one of the most important post-divorce practices: updating your estate plan. Read More