Estate Planning When Relocating

By Jeffery J. McKenna Relocating to a new state often creates issues affecting estate planning. Many people wonder if they need a new will or trust when they move from one state to another. Although a will or trust validly executed in one state … [Read more...]

New Year’s Resolution for Estate Planning in 2018

By Jeffery J. McKenna While our young children stayed with grandma, some years ago, as a young couple, my wife and I excitedly boarded a plane. As the plane’s engines screeched into take off mode, my wife’s excitement had vanished; she locked my … [Read more...]

Estate planning in 2017

Many years ago, as a young couple with young children, my wife and I excitedly boarded a plane. The children stayed with grandma. As the plane’s engines screeched into take off mode, my wife’s excitement had vanished; she locked my hand in a vice g … [Read more...]

Improper Estate Planning Can Spell Disaster for Children

Little or poor planning can have devastating effects on the lives of your children. Few tasks we attempt during our lives have a greater impact on our family than creating an estate plan, but the worst thing you can do is to leave your property to … [Read more...]

Exercise care now: Mistakes in estate planning can be costly

In most cases, estate planning mistakes are made by well-intentioned people who failed to take advantage of opportunities to accumulate wealth, shelter assets from estate tax, and protect estates for future generations. Mistakes in estate planning … [Read more...]

Estate Planning and Your Disabled Child

Do you have a mentally or physically disabled child who will need your financial assistance for the rest of his or her life? When you die, do you fear that he or she will be left without a source of financial support? Unfortunately, the example … [Read more...]