Blog
How Often Should I Update My Estate Plan?
After people create their estate planning documents (wills, trusts, Powers of Attorney, etc), they often neglect to update them when necessary. Some people are too overwhelmed by the process so they continue to put it off, and some people don’t even realize that these documents… Read more
Trusts | The Building Blocks of Estate Planning
Estate planners are asked many questions about trusts — mostly surrounding what they are and whether or not people actually need them. In Lefkoff Duncan Partner Stacy Hanley’s latest webinar, The Building Blocks of Estate Planning, she answers these questions and more. Here are… Read more
Building Blocks of Estate Planning
In one of my recent webinars, I discussed the building blocks of estate planning. It is my goal to help educate women about the importance of being involved in the estate planning process. In this forum, I share many tips for successfully navigating this process… Read more
Prevent Sibling Rivalries with a Smart Estate Plan
When planning their estate, many parents fail to realize that neglecting to provide equal distributions of the estate to each of their children can set them up for an ugly future rivalry. In the worst-case scenarios, these feelings of bitterness from assumed parental favoritism can… Read more