by Peter Moustakis | Sep 7, 2018 | Estate Planning, Trusts, Wills
Never. The reading of the Will is a Hollywood fiction and a dramatic plot twist in many novels. However, today there is no gathering of the family in the lawyer’s oak filled and dusty library to discuss the final wishes of the family’s loved one. There is no morbid...
by Dwight Sowerby | Sep 6, 2018 | Business Formation, Digital Assets, Estate Planning, Trusts, Wills
What digital assets you say? We don’t always consider that we have such things but most of us do. Your email account, for example. Do you get invoices via email? How will your Agent under a Power of Attorney even know about a bill that has to be paid if that...
by Peter Moustakis | Aug 8, 2018 | Estate Planning, Uncategorized
Really? “It wasn’t nearly as bad as I thought it was going to be!” That is a common phrase I hear from clients after they sign their Will who were initially apprehensive about meeting with me. It is very common for people to be scared about thinking of death or...
by Dwight Sowerby | Aug 7, 2018 | Estate Planning, Uncategorized
Every estate planning attorney can tell you stories about bad, incomplete or absent estate plans that created havoc for families. From unfunded trusts- you do know that a trust must be funded, right?- to simply outdated plans, we have seen it all. In some cases, this...
by Dwight Sowerby | Aug 31, 2017 | Estate Planning, Trusts, Wills
As the season for enjoying our lake or beach property is winding down, the issue of dealing with those properties in an estate plan may arise. The family vacation home is sometimes a very tough estate planning challenge. This is especially true when the beach or lake...