Archive

Keeping the Peace after You’re Gone

Planning With an Aim Towards Building Unity By Cory Howes A contested will or trust can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss of familial communication. Old… Read More

Not Married? You Still Need an Estate Plan

By Cory Howes Approximately half of America’s population over the age of 16 is unmarried. While much of the discussion involving estate planning focuses on married couples, this topic is just as important… Read More

Estate Planning for the Newly Married

By Cory Howes Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you’ve effectively just done a working… Read More

Life Insurance Still Matters In Estate Planning

Many clients often fail to align their life insurance strategies with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach that many people take, a neglected life insurance policy often… Read More

Who Should Be Your Successor Trustee?

By Cory Howes If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs. Eventually, someone will need to step in… Read More

Estate Planning Tips for Unmarried Couples

By Cory Howes Cultural norms are changing in America, especially with regard to marriage. Many Americans are starting their lives together without formalizing their relationships. For some of you, these statistics will be… Read More

THREE REASONS TO AVOID PROBATE

By Cory Howes When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car,… Read More

ALTERNATIVES TO DISINHERITING YOUR CHILD

By Cory Howes It’s most common that parents choose to leave their estates in equal shares to their children. There are situations, however, when parents intentionally leave one or more children out of… Read More

ESTATE PLANNING FOR NEWLYWEDS

By Cory Howes As we head into colder weather, many of us have wrapped up a special year attending the weddings of loved ones. If you were one of the lucky people to… Read More

SELECTING A GUARDIAN FOR MINOR CHILDREN

By Cory Howes Almost everyone knows that a key part of estate planning for parents of minor children involves selecting a guardian in the event that both parents die before their children reach… Read More

PROBLEMS WITH DESIGNATING BENEFICIARIES

By Cory Howes Designating beneficiaries is a common practice for asset distribution, and for good reason. Many of our clients utilize beneficiary designation, as several significant asset types, including life insurance policies, individual… Read More

ESTATE PLANNING: PROVIDING FOR YOUR PARENTS

By Cory Howes Perhaps you’ve heard of the “Sandwich Generation,” which includes many Baby Boomers. People in the sandwich generation are those that find themselves caring not only for their children, but also their… Read More

RAISING FINANCIALLY PRUDENT CHILDREN

By Cory Howes Before I practiced law, I served families and businesses as a financial advisor. Time and again, I’d work with parents who had spent a lifetime saving for purchases and major… Read More

WHAT WE NEED MOST: THE LIVING WILL

By Cory Howes With estate planning, people incorrectly assume that they’re sitting down with lawyers and financial advisors to prepare for what happens after they die. But many aspects of estate planning pertain… Read More

ESSENTIALS OF ESTATE PLANNING

By Cory Howes When people hear the term “estate planning,” many immediately think of estate tax planning. Others think “get a Will” and that is all they need. While planning for estate taxes… Read More