Estate Planning

When Life’s Storms Strike: An Olney Trust Lawyer’s Guide to Protecting Your Estate and Insurance Coverage

As an Olney  trust lawyer, I’ve seen how storms in life can come in all shapes and sizes—health crises, divorce, or the loss of a loved one. And of course, there are the literal storms: hurricanes, floods, and fires that can damage property and uproot lives. In recent months, you may have seen social media …

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Navigating the “Autism Cliff”: A Olney Special Needs Planning Attorney Explains What Parents Need to Know

Families with a child on the autism spectrum often experience a stark change when that child reaches age 18, a transition sometimes referred to as the “autism cliff.” Many of the supportive services relied on during childhood, such as specialized education programs, may shift or end altogether in adulthood. This can leave parents concerned about …

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Myths About Wills and Probate: An Olney Estate Lawyer Explains What You Need to Know

As an Olney estate lawyer, one of the most common misconceptions I hear from clients is that having a will means their loved ones can avoid probate. Unfortunately, this isn’t the case. Let’s dive into why wills and probate go hand in hand, and what this means for your estate planning. Think of Your Will …

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Will Your Family Business Survive the Future? Succession Planning Considerations from an Olney Estate Lawyer

As an Olney estate lawyer, I’ve seen many family businesses flourish across generations. Unfortunately, I’ve also witnessed others falter during transition, not because of market conditions or competition, but due to inadequate succession planning. The hard truth? Sometimes the biggest threats to your business legacy come from within the family itself. The Question No One …

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Joint Accounts vs. Power of Attorney: Making the Right Choice for Your Future

While meeting with clients, as an Olney estate planning lawyer, I often hear this question: “Should I add my family member to my accounts as a joint owner, or set up a Power of Attorney?” While adding a joint owner might seem like the simpler solution, the answer isn’t as straightforward as you might think. …

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Beyond Marriage Protection: How Prenuptial Agreements Enhance Your Estate Plan

As an estate planning lawyer in Olney, I often see couples who view prenuptial agreements solely as divorce protection. However, a well-crafted prenup can be a powerful estate planning tool that helps protect both spouses and their children, especially in blended families. The Estate Planning Connection Prenuptial agreements complement your estate plan in several important …

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Downsizing with Your Children’s Inheritance in Mind: Advice from a Olney Elder Lawyer

As an elder lawyer in Olney, I’ve noticed a recurring theme when helping families navigate the downsizing process. Parents often struggle to part with possessions because they hope to pass them down to their children. Yet when meeting with adult children after their parents’ passing, we frequently hear a different perspective: they feel overwhelmed by …

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Starting the Conversation: Talking to Guardians About Their Role

When it comes to estate planning, naming a guardian for your minor children is one of the most important decisions you can make. It’s also one of the hardest. While you’ve likely spent time carefully considering who you’d want to raise your children if something happened to you, one vital step remains: talking to the …

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Beware Of These Estate Scams: A Olney Probate Lawyer’s Guide to Protecting Grieving Families

As an Olney probate lawyer, I’ve witnessed firsthand how scammers exploit families during their most vulnerable moments. The days and weeks following a loved one’s passing should be a time for healing and remembrance – not defending against fraud. Let me share some crucial insights to help protect your family during this sensitive time. The …

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Right-Sizing Your Trust: An Olney Trust Lawyer Explains What Really Matters

One of the most frequent questions I hear as an Olney trust lawyer is, “Is my estate large enough to justify a living trust?” Behind this question often lies a deeper concern: “Am I making the right choice for my family’s future?” Let me share something that might surprise you – the size of your …

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