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 […]
trustee selection
Estate Planning, After a Divorce
Most marriages don’t start off with the end goal of divorce in mind. Unfortunately, nearly 1/2 of all marriages end in divorce. Divorce is a prevalent aspect of the American lifestyle and it can create major problems for your estate plan. Fortunately, fixing those problems is fairly easy with the help of an estate planning […]
Helping Sam and Julie Protect What Matters Most
Meeting Sam and Julie I was introduced to Sam and Julie by a mutual friend, John (all names have been changed). Sam and Julie wanted to protect what matters most to them, their children. So, we sat down to discuss their plan and how I could help. We went over their family dynamics, their financial […]
Estate Planning Considerations – Selecting a Successor Trustee
Do you have a trust? Are you thinking about creating one? Why? Most people will tell you they created or want to create a trust to protect their assets and to make sure they are taking care of their children/grandchildren. So, it makes sense that (1) who takes care of the children and (2) who takes […]