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Lauren on the Law

We're Moving Just In Time For Estate Planning Awareness Week!

Posted by Lauren Rios | Oct 01, 2019 | 0 Comments

Estate Planning Awareness Week is a great opportunity not only to take steps to make sure your own estate plan is up to date, but also to talk to your family members--especially elderly parents--about creating an estate plan. Estate planning is often a difficult topic to broach, as it brings the unpleasant topics of aging and death to the forefront of our minds. However, creating a proper estate plan can also provide significant peace of mind for your family members by ensuring their life savings are protected, plans are in place in the event they become ill, and their property is passed down according to their wishes. Read this post for a few tips to help you start the conversation.

5 Steps for Coordinating Plans Across Generations

Posted by Lauren Rios | Sep 27, 2019 | 0 Comments

Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment.

Is now the time to remodel your old trust?

Posted by Lauren Rios | Aug 30, 2019 | 0 Comments

There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. Of course, having estate planning documents that are up-to-date is critical, but how do you know when you should make changes?

Keeping The Peace After You're Gone

Posted by Lauren Rios | Aug 12, 2019 | 0 Comments

Let us help you make sure that none of these events unfold. We’re here to guide you every step of the way through creating and maintaining a timely, robust, and strategic estate plan. Give us a call today to make sure your plan is current and includes all the necessary provisions to keep a contest from occurring in the future.

3 Things You Must Do Once Your Divorce Is Final

Posted by Lauren Rios | Aug 03, 2019 | 0 Comments

The divorce process can be long and expensive. However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible.

When is “living probate” necessary?

Posted by Lauren Rios | Apr 11, 2019 | 0 Comments

Many people think having just a Will is a sufficient estate plan. However, what most people don't realize is that their Will only goes into effect upon that person's death. What if you become incapacitated? Do you have a plan in place? If not, a conservator may need to be appointed to manage your financial affairs during your incapacity.

Portability

Posted by Lauren Rios | Mar 05, 2019 | 0 Comments

Under current federal tax law, most estates will not be subject to federal estate taxes or "Death Taxes." However, if your estate is of significant value, you may want to consider portability.

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