Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week

I hope you've enjoyed reading and learning about estate planning during National Estate Planning Awareness Week. We believe that knowledge is powerful and being prepared is liberating- and we appreciate you, area parents, for partnering with us in our mission to educate families - especially young families - about the importance of planning. To wrap up the week, I'd like to take a moment to summarize everything Read More

Common Estate Planning Issues to Navigate Before a Second Marriage

These days, a second marriage (or even a third,) are fairly commonplace. And the estate planning issues that arise from multiple marriages can be highly complex and confusing. Merging two families into one presents unique legal and financial challenges that can cause significant conflict and distress unless effective estate planning has been put into place early on. Here are a few of the most common issues that Read More

Recently Divorced? Why You Should Put Aside Your Differences For Tax Season

Divorce can wreak havoc on your finances. But what many divorced couples don’t realize is that they can expect to face recurring financial challenges during tax season for years after the divorce is finalized. While divorce is often adversarial, leaving both spouses with animosity in its wake, tax season is an opportune time to put aside those differences and cooperate to reach a mutually beneficial Read More

What does a Prenuptial or Postnuptial Agreement have to do with Estate Planning? Everything!

By guest blogger, Attorney Karen J. Levitt, of Levitt Law Group Do I need or want a Prenuptial or Postnuptial Agreement? You may need or want a Prenuptial Agreement (also called an antenuptial or premarital agreement) if your goal is to preserve assets. You may have accumulated substantial assets prior to your marriage, own or be part of a family business, or have or anticipate inherited assets, that you want to keep Read More

Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week 2017

I hope you've enjoyed National Estate Planning Awareness Week as much as we have! It's our mission to ensure that every child in the Commonwealth is protected -no matter what- and we appreciate you, area parents, for partnering with us in this mission, as you make educated, loving choices regarding estate planning for your family. To wrap up the week, I'd like to take a moment to summarize everything we've covered Read More

Divorce? Here’s What You Should Know About How it May Affect Your Trust

Getting divorced? As a parent, a divorce is most definitely an important time to review your estate plan. Trusts vary in their structure, funding, and terms, so if you have one, it’s hard to know how divorce will impact your trust without review. It’s safe to say, without question, your trust (and really your entire estate plan) should be reviewed and likely, revised, during your divorce to prevent unforeseen Read More