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Companion piece: Create a “road map” for your estate plan

No matter how much effort you’ve invested in designing your estate plan, your will, trusts and other official documents may not be enough. Consider creating a “road map” — an informal letter or other document that guides your family in understanding and executing your plan and ensuring that your wishes…

Hastily Choosing an Executor Can Lead to Problems After Your Death

Choosing the right executor — sometimes known as a “personal representative” — is critical to the smooth administration of an estate. Yet many people treat this decision as an afterthought. Given an executor’s many responsibilities and complex tasks, it pays to put some thought into the selection. Job description An…

Estate Planning Lite: College-aged Children Need a Basic Estate Plan

If your son or daughter are currently in college, encourage them to consider a setting up a basic estate plan so that you understand what their wishes are at this stage of his or her life. Let’s take a closer look at three such documents: Advance Health Care Directive. With…

Your Original Will: Does your Family Know Where to Locate it?

In a world that’s increasingly paperless, you’re likely becoming accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do. A photocopy isn’t good enough Many people mistakenly believe that a photocopy of a signed will…

What Every Business Owner Should Know About Buy-Sell Agreements

If you own part of a business, the subject of a buy-sell agreement has probably come up with your co-owners, and if it hasn’t, then it should. The purpose of a buy-sell agreement is to provide for an orderly transition of ownership interests when certain specified events occur, e.g., an…

Review and Revise your Estate Plan to Reflect Life Changes During the Past Year

Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end is the perfect time to check whether any life events have taken place in the past 12 months or so that affect your estate plan. And the plan should be reviewed periodically…

Checklist for Protecting Company Trade Secrets

A crucial part of protecting a company’s “crown jewels” or trade secrets is developing and implementing a trade secret protection plan.  A trade secret protection plan should encompass written policies that are made available to all employees and consultants and are discussed with all parties who may have access to…

For unmarried couples, estate planning is indispensable

When married couples neglect to prepare an estate plan, state intestacy laws step in to help provide financial security for the surviving spouse. It may not be the plan they would have designed, but at least it offers some measure of financial security. Unmarried couples, however, have no such backup…

Got Personal Data?

How American Companies can adhere to the European Union’s New Consumer Privacy Regulations on the Worldwide Web In May 2018, the European Union (EU) sent a clear message to the world that it will support and protect the privacy of its citizens on the world wide web with new General…

Have you Made your Burial Wishes Clear?

It may be difficult to consider, but funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes regarding the disposition of your remains can lead to tension, disputes and even litigation among your family members during what is already a difficult time. Address these…