If you’re ready to broach the subject of estate planning with your family, we have 10 tips to help get the conversation started.
Plan For The Road Ahead
Estate Plan
Can I Have Both a Will and a Trust?
Even though it may seem redundant, it’s not only possible but often times highly recommended you have both a will and a trust. In this blog, we explain why that’s the case.
Does a Will Have to be Probated?
This article addresses a common question: whether a will always needs to go through the probate process. It explains the circumstances under which probate is necessary and when it might be avoided. The article also highlights the potential benefits of having an estate plan that minimizes the need for probate.
Why Do Married Couples Need an Estate Plan?
This brief post explains some key advantages to having an estate plan as a married couple, and why it’s important to have estate plan in place for you and your family. Windrose Law Center is prepared to help you get started on you and your spouse’s estate plan.
Estate Planning Guide for Seniors: Navigating Life Changes and Loss
In this article, we guide senior men and women with practical advice to navigate life changes, protect assets, and secure lasting legacies for peace of mind.
Updating Your Estate Plan: When and Why It’s Necessary
Estate planning, it’s a one and done thing, right? Well, actually, the answer to that question is no. Estate planning is not always everyone’s favorite subject, and thinking about plans after your passing can be hard. However, it’s important to know that your estate...
Powers of Attorney in Estate Planning: Everything you Need to Know
The concept of “Power of Attorney” can be misleading. Contrary to popular belief, it doesn’t require an attorney to possess the power to act on your behalf. Instead, Power of Attorney (POA) is a legal arrangement that allows you to grant authority to someone else to manage your affairs in case you become incapacitated. In this article, we’ll explore the significance of POA in estate planning and discuss the three main types of POAs you should consider delegating as part of your comprehensive estate plan.
Five Steps for Protecting Digital Assets in Your Estate Plan
In the era of all-encompassing apps, it’s essential to consider what happens to our digital footprint once we’re no longer here. From social media accounts to digital assets like cryptocurrencies, our online presence continues even after we pass away. To safeguard your digital legacy, it’s crucial to take proactive steps and develop an estate plan that includes your digital assets. In this article, we will explore five practical tips to protect your digital assets and ensure your online presence is handled according to your wishes.
First Party Special Needs Trusts
A Special Needs Trust (SNT) is a powerful tool that enables parents or guardians to effectively manage wealth on behalf of their dependents with special needs. In this article, we will focus on First-Party Special Needs Trusts, exploring what they are and how they can benefit your loved one’s financial future.
Common Estate Planning Mistakes and How to Avoid Them
Estate planning may seem straightforward but overlooking some critical items can lead to probate and other complications. In this article, we discuss the four most common estate planning mistakes. Not Having An Estate Plan This one should be obvious, but not having...