Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. Disclaimers can be tricky but when used correctly, achieve great results for a client.
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Show Your Love by Creating an Estate Plan
Instead of thinking about chocolates or flowers this Valentine’s Day, let’s focus on a practical way to demonstrate our love by creating an Estate Plan. If you don’t yet have an estate plan, now’s a great time to make an appointment with an Estate Planning attorney to talk about your particular situation, along with your goals and any long-term concerns that you may have. If you already have an Estate Plan, demonstrate your love by ensuring that the plan accomplishes your objectives. If the plan needs updating, make an appointment with a qualified Trusts and Estates practitioner to review the documents and make recommendations for you.
Practical Steps to Take after an Alzheimer’s Diagnosis
There is certainly no right or wrong way to handle being diagnosed with Alzheimer’s; however, there are some practical steps you should take because of that diagnosis. To help you focus on what you can do now to protect yourself and your wishes down the road, the Bellevue elder law attorneys at Legacy Estate Planning, […]
How Do I Protect My Pet in My Estate Plan?
If you have a beloved family pet, chances are good that you spend a considerable amount of time and money on your pet. You probably think of your pet as a member of the family and is considered when making major decisions that affect the entire family. Have you considered, however, what will happen to […]
When Should I Review My Estate Plan?
Creating a comprehensive estate plan is one of the best gifts you can give to yourself and to your loved ones; however, do not make the mistake of simply forgetting about it because an estate plan is something that needs to be reviewed and revised throughout the course of your lifetime for it to work […]
