Estate Planning during uncertain times. What in the world is going on? One day, we are living our best lives, freedom, liberty, and an economy that just wouldn’t quit. Then, enter stage left, Covid-19. It seems, at least for many of us, that our world was uprooted and flipped on its head. Stay at home, […]
trusts
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 […]
Disinheriting an Adult Child, Should You Do It?
“How do I disinherit someone?” This question comes up a lot more frequently than some people might imagine. Disinheriting a child, or anyone, from your estate plan, will, trust, or other assets is possible. However, take care to make sure you do so properly and we highly recommend professional assistance. Before making the decision to […]