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Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself. For the founder and CEO of New Law Business Model, Alexis Katz, the most treasured memento her late father left her wasn’t even something he intended to be special—it was just a random
Getting Legal Documents Signed During COVID -- Another Reason to Not Do It Alone
Getting Legal Documents Signed During COVID -- Another Reason to Not G
4 Ways Wise Planning Can Protect Your Family’s Assets
4 Ways Wise Planning Can Protect Your Family’s Assets
Protecting Your Parents From Undue Influence During Covid and Beyond
Protecting Your Parents From Undue Influence During Covid and Beyond
Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries
INVESTING in LIFE INSURANCE is a foundational part of estate PLANNING. However, when naming your POLICY'S BENEFICIARIES, there are a number of MISTAKES you can make that could lead to potentially dire CONSEQUENCES for the very people you’re trying to PROTECT and SUPPORT. The following four MISTAKES are among the most COMMON we see clients make when selecting life insurance beneficiaries. If you’ve MADE any of these ERRORS, contact us right away, so we can AMEND your policy to
Are You Clear About How Your Parents Estate Plan Will Impact You?
Do your PARENTS have an estate PLAN? Is it up to DATE? No matter how RICH or POOR you or your parents are, especially in the wake of the COVID-19 pandemic, YOU need to be ASKING these and several other QUESTIONS. When your parents become INCAPACITATED or DIE, their AFFAIRS will become your RESPONSIBILITY , and it will be IMPOSSIBLE to ASK them to CLARIFY anything. So, if you do not know whether or not they have estate planning in place that will help you best support them, re
CORONAVIRUS: Impact to Your Wealth, Health and Happiness
With four confirmed deaths in OHIO from CORONAVIRUS, the state has taken many PRECAUTIONS to keep the numbers from rising. COLLEGES including MIAMI UNIVERSITY and UNIVERSITY OF CINCINNATI have moved to online classes and suspended face-to-face instruction. Cincinnati's St. Paddy's Day Parade and the CINCINNATI RED'S Opening Day, have both been cancelled/postponed due to the coronavirus. Even huge money makers, like the NBA, have terminated their season. While it’s still hard
4 Things Trusts Can Do That Wills Can’t
Both WILLS and TRUSTS are estate planning documents that can be used to pass your WEALTH and PROPERTY to your loved ones upon your death. However, TRUSTS come with some distinct ADVANTAGES over WILLS that you should consider when creating your plan.
That said, when comparing the two planning tools, you WON'T necessarily be CHOOSING between one or the other—most plans INCLUDE both. Indeed, a will is a foundational part of every person’s estate plan, but you may want to combi
Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 2
Earlier this week, we shared the first part of this series on the DANGERS of do-it-yourself estate planning. Here, we’ll look at how ONLINE legal DOCUMENTS can even put your MINOR CHILDREN at RISK. Given how far web-based technology has evolved, you might think online legal document services like LegalZoom® and WillsandTrusts.com have advanced to the point where they’re a suitable alternative to having your estate plan prepared by a lawyer.
After all, you’ve been able to pr
Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1
Do a Google search for “ONLINE estate PLANNING documents,” and you’ll find dozens of different WEBSITES. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might SEEM like an enticing BARGAIN.
The sites let you complete and print out just about any kind of planning document you can think of—wills, trusts, healthcare directives, and/or power of attorney—in just a matter of minutes. And the documents are typic
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