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Sue's Estate Planning News
What Do I Need for a Will: Preparation Checklist
So, you’ve decided to establish your will? That is a great step towards peace of mind for your future and your loved ones! There are many things to consider when deciding what…
Read More5 Benefits of a Trust
A living trust, also known as a “revocable trust,” is an estate planning document that offers myriad benefits to its creator. These benefits can apply both during their lifetime as well as…
Read MoreHow to Know When to Update Your Will
Establishing your estate plan is a significant step in securing your legacy. However, once you have set up your documents, you still need to take time to review them. It is a…
Read MoreMake the Break: Leaving Someone Out of a Will
There are many reasons why an individual may want to disinherit children or family members in their estate plan ranging from personal to pragmatic. While sometimes leaving an individual out of a…
Read MoreManaging Assets: Essential Estate Planning Documents
Our legal system is upheld by a seemingly endless supply of “important documents.” Bank account information, life insurance policies, titles, deeds— all of these essential documents are how we prove what belongs…
Read MoreYours, Mine, Ours: Estate Planning For Blended Families
As it is, estate planning is a complicated process for many individuals. Many underestimate the emotional weight and financial nuances of such preparations, whether they are working with an attorney or going…
Read MoreTypes of Benefits for People With Disabilities
Our world is built for neurotypical, able individuals. As such, those with new or persistent disability can quickly become overwhelmed by the various disability programs, their barrage of eligibility requirements, and the…
Read MoreSigns of Undue Influence: Protecting Last Wishes
Planning a will is a sensitive and important moment in the lives of many individuals and families. Through estate planning, important wishes are solidified in writing including monetary disbursements, property decisions, and…
Read MoreUnderstanding Elder Abuse and Undue Influence
Protections for an Aging Population As an estate planning attorney, I help families write out their end of life wishes on a daily basis. While these procedures are generally less complicated than…
Read MoreEstate Planning Basics: What You Need to Know
When talking about estate planning, many individuals don’t understand how it is relevant to their lives. Because of a misunderstanding about the different challenges estate planning manages, it gained the reputation of…
Read MoreLong Term Care Estate Planning, Insurance, and Thinking Ahead
For 70% of Americans over the age of 65, nursing home care is an inevitable reality. Assisted living facilities meet this need by offering care for many individuals who are no longer…
Read MoreSSI For Children With Autism
The prevalence of autism in America is significant. In fact, almost one out of every 59 young people will receive an autism or autistic spectrum disorder diagnosis during their developmental years. For…
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