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...
by Dwight Sowerby | Aug 31, 2017 | Estate Planning, Trusts, Wills
A Section 529 Plan (named for the Internal Revenue Code establishing these accounts) may be a great way to not only help your children or grandchildren with their education but also could be a great estate planning tool. With a 529 plan, you initially fund it with a...
by Dwight Sowerby | Feb 14, 2017 | Elder Law, Estate Planning, Trusts, Uncategorized, Wills
Mistakes to avoid in an Estate Plan An estate plan is not something most people want to spend time on when thinking about the inevitable—our own mortality. If you don’t, however, you may be leaving a mess for your loved ones. It is not enough to just “make a plan.” It...