Have you ever wondered what happens to your digital assets when you pass away? What if you became disabled or incapacitated? In this technology driven society, we frequently educate our clients on the concept of estate planning with digital assets. This article is a primer for that conversation, and something we hope will help you […]
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Estates, Trusts, and Taxes — 2019 Edition
No one likes taxes… well except maybe the government and accountants. For this reason, we wanted to put together a quick article that highlights some of the key points our clients and friends should know about estates, trusts, and taxes in 2019. To help us out, we invited our friend Stacy Cavin to answer a […]
What Estate Planning Documents Do I Need?
Have you ever asked “what estate planning documents do I need?” Or, have you searched for this answer on the internet? If so, we encourage you to keep reading. This article explores five foundational estate planning documents and when you should consider using them. The Big Five We consider the five following estate planning documents […]
Estate Planning Mistakes
Estate Planning Mistakes What are the biggest estate planning mistakes someone can make? Below is Welch Law’s Top 10 list based on our experience working with clients. 1. Not Doing One This is perhaps the most common estate planning mistake. Well over 60% of Americans under the age of 65 do not have an estate […]
Hunting and Estate Planning
For all my fellow hunters Hunting and Estate Planning: This is not an article about how scary hunting is and how if you are heading out to the fields you better have an estate plan. Rather, this is just a reminder of how some times when we recenter and focus on what is really important […]