August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study. Yet, while having a will is important—and all adults …
What Your Last Will & Testament Will Do (and won’t do)- Part 2 Read More »
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study.
Yet, while having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one small part of an effective estate plan that works to keep your loved ones out of court and out of conflict. With this in mind, here we look at exactly what having a will in place will—and will not—do for you and your loved ones in terms of estate planning.
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust.
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With over 15 years of experience providing compassionate and solutions-focused legal services, I have supported individuals and families through some of life’s most important—and often most challenging—transitions. My practice is dedicated exclusively to Estate Planning, Probate, uncontested Conservatorships and Guardianships, and soon, Trust Administration. I focus on clear communication, practical guidance, and respectful service that honors each client’s values and goals. My commitment is to deliver experienced, trustworthy counsel with compassion, integrity, and respect every step of the way.
