A Life Care Plan is a different approach to Long-Term Care Planning Dafoe Law, PLLC The Life Care Plan places special emphasis on issues surrounding the elderly, those with long-term illnesses, and incapacity. The Life Care Plan connects your concerns about long-term...
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Estate Planning
Mixed Families, Blended Families, Stepfamilies and Estate Planning
Estate Planning for Blended Families is crucial to prevent problems. Family 40% of all married couples are a step couple, where at least one partner has a child from a pervious relationship. Estate planning can be complicated enough, but mixed families or blended...
Successor Trustee: 5 Mistakes Successor Trustees Make and How to Prevent Them
The Trustee has a challenging job that is often made more daunting by family relationship or the complexity of the trust. When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once...
Is a Financial Plan Enough?
A financial plan and estate plan should work together! Why Experts Say You Need an Estate Plan, Too If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big...
Did you include your grandkids in your will?
Grandchildren Estate Plan: 5 Tips to Avoid Common Problems As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future....
Tips for Personal Representatives
A Tip for The Overwhelmed Personal Representative While it is an honor to be named as an the personal representative of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization,...
Estate Planning Lessons from Famous Estates
What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies. Pablo...
Digital Assets – What to Do?
Digital Assets is an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They...
Trust updating: how much is too much?
Trust Update. Is it time? If your life or the law has changed since you signed your trust, it needs to be updated. Trust Updates can be made by way of an amendment – or – a complete restatement. An amendment updates a specific part of the trust; whereas, a...
Stress Test Your Estate Plan
Estate plan updating So you’ve done the hard work of establishing an estate plan. There is still plenty of work to do to ensure that your estate plan and the strategies in them continue to work correctly. Keeping it up to date helps maximize your peace of mind and...