Lauren's Take On The Law

If you are more environmentally minded, read this blog post for some nontraditional, eco-friendly burial ideas. An added benefit is that many of these environmentally friendly ideas are also less expensive than the traditional options.

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When planning for the future, it is also important to consider what will happen just in case one of your loved ones becomes disabled. Read this blog post to see how you can include this important safety net into your existing trust.

Read this blog post if you're expecting a cash windfall.

February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US presidents risks generating a variety of opinions about which reasonable minds can disagree. However, politics is not the focus of this month’s newsletter. Instead, our aim is to examine a few of the important lessons we can learn from the estate planning of some of our country’s most famous political leaders.

When it comes to finding happiness for both you and your loved ones, consider how your estate planning might play a role in that process. This blog helps identify steps to help ensure that the effort you put into your estate planning will contribute to your and your family’s happiness rather than diminish it. 

One of the questions I receive from family members after a loved one passes away is how can they access their deceased family member's iPhone or Mac account to retrieve precious family photos or messages. Until recently I would tell those family members that they would need a court order from the Probate Judge to gain access. In December 2021, Apple released a new update for their products that now allows individuals to designate a Legacy Contact (or contacts) to have access to their data in their Apple accounts after their death. If set up properly, designating your Legacy Contact will eliminate the need for a costly and time consuming court petition. This blog post contains step by step instructions from Apple, Inc. Support for adding a Legacy Contact to your Apple ID account.

Should you leave a portion of your estate to your professional advisor who has grown to become a close family friend? Read this blog post to find out if you can.

This blog post will help you take the right steps if you are ever involved in a car accident.

Next week is Estate Planning Awareness Week (October 18–24, 2021). To that end, this month’s newsletter is geared toward helping you become aware of and better understand common estate planning myths. Left unaddressed, these myths can create serious trouble for your loved ones, often leading to intrafamily conflict, permanently damaged relationships, and lengthy and expensive court battles. Read about these myths in this blog post.

For many pet owners, pets are members of the family. These individuals often say that if something happens to them, they are more concerned with what will happen to their pets than to their children or spouse. This post examines the issues surrounding caring for pets after the disability or death of the pet's owner.

In late May of this year, the U.S. Treasury released a publication detailing a number of the proposed tax code changes that the Biden administration would like to usher through Congress in an ambitious effort to modernize the US tax system to meet its citizens’ needs. While reasonable minds may differ strongly on the best way to stimulate the US economy and create wealth and security for the American people, one thing is certain: the need for individuals to engage in careful estate and tax planning to avoid paying more tax than necessary is not going away.

Thank you Neighbors!

When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) to choose one person to serve as a successor trustee at a time. Some attorneys routinely recommend that only a single successor trustee be appointed to avoid the potential for conflicts between co-trustees during trust administration. This can be a prudent approach and works well in many situations. But there are situations where having more than one trustee may be a good idea. Read more about this in our latest blog post!

Believe it or not, there are some essential things you must consider when you anticipate receiving an inheritance. Understanding these issues can be crucial to protect that inheritance from unnecessary taxes and outside threats like creditors, divorcing spouses, and bankruptcy.

When you hire an estate planning attorney, you are often looking for help with preparing your accounts and property to ultimately pass smoothly and safely to your loved ones. This is a key component of estate planning. An experienced estate planning attorney will put much thought and effort into ensuring that an appropriate estate plan is created using a variety of legal documents including wills, trusts, powers of attorney, and health care directives. These important tools can ensure that what you own ends up in the right hands, at the right time, and with as little cost and delay as possible.