Charitable Giving and Wealth Transfer Opportunities in 2024
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
March 29, 2024
Understanding the Role of Conservatorships, Inspired by Brian Wilson’s Story
The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder of the importance of early estate planning.
March 21, 2024
Estate Planning is for Younger Generations Too – Four Core Documents in a Young Adult’s Estate Plan
Estate planning isn’t just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
March 11, 2024
Empowering New Mexico’s Social Workers
As social work month, March is a great time to honor social workers and consider how to address the significant challenges New Mexico social work students face due to unpaid fieldwork requirements, which impact their financial stability and mental health.
March 8, 2024
Why Medical POAs Are Essential for Young Adult Travelers
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.
March 1, 2024
The Pitfalls of Adding a Child to Your Home’s Deed
While adding a child to your home’s deed might seem straightforward to manage your estate, it’s fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.
February 21, 2024
What’s the Difference Between Guardianship and Conservatorship?
Understanding the difference between guardianship and conservatorship is crucial for protecting the interests of those unable to make decisions for themselves. Whether you are planning for the future or seeking immediate assistance, take appropriate steps to ensure that your loved ones are cared for, and your estate is managed according to your wishes.
February 16, 2024
Show Love for Your Family with an Estate Plan
Estate planning for minor children is a fundamental responsibility of parenthood. It ensures that children are cared for and financially secure, regardless of the future. By following these guidelines and regularly reviewing their estate plans, parents can have peace of mind knowing that their children’s futures are well protected.
February 6, 2024
Why Choosing the Right Estate Planning Attorney Matters for Your Future
A dedicated estate planning attorney brings value to clients including a wealth of knowledge and experience. We don’t just draft documents; we craft a plan tailored to your specific needs, considering intricate legal frameworks and tax implications.
January 30, 2024
How to Liquidate Assets after a Loved One’s Death
Liquidating assets after death involves converting the decedent’s properties into cash which could include selling real estate, stocks, or personal items. This guide provides a clear overview of the steps an executor of an estate would take before and during liquidating assets of a loved one.
January 24, 2024
