Category

Estate Planning
Group of Children
No estate plan is perfect for everyone. For it to work effectively, an estate plan must reflect the assets and potential heirs, as well as the values and goals of the person it was created for. This is never truer than when an estate plan is created for the parent of a young child. We...
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Estate Planning
Another long cold winter has come to an end, and spring is slowly emerging. You know what that means: it is time for spring cleaning! Many people find great joy in taking the opportunity to open up the house, dust, clean, vacuum, polish and de-clutter; others see it as a massive chore. Whether you revel...
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Estate Planning Folder
In the past, we have written about the importance of updating your estate plan as life changes. But an effective estate plan requires more than this. It requires a scheduled annual review with your lawyer. The Annual Review: What’s Involved When you meet with your lawyer for your estate plan’s annual checkup, you will likely...
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Estate Planning Worksheet
Creating a comprehensive estate plan is only the beginning of the estate planning process. Every so often, a life event will require you to review and revise your estate plan to keep it current. Here are the top four events that will likely trigger major updates to your plan. When Should I Revisit My Estate...
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Dog sitting in grass
Comedian Joan Rivers was widely known as a dog lover who adored her pets. When she passed away due to surgical complications in the fall of 2014, her dogs were by her side. They were also well provided for in her estate plan. At White & Associates, we know just how important our clients’ pets...
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Old Man and Woman
If something happened to you, would your loved ones know what to do? Many people think that they’re prepared for the unexpected just because they have a will. But a complete estate plan—one that provides needed guidance to your family and friends—is much more than just a will. Depending on your needs, your estate plan...
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Dollars and change
The snow has melted and spring has officially arrived. What does that mean? Tax season is upon us! Around this time every year, we often hear from clients who have a variety of estate planning questions that all boil down to one simple query: What can we do to limit our taxes? While we aren’t...
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Man signing Last Will and Testament
The problem with estate planning mistakes is that most families don’t realize them until it’s too late to fix them. By the time a mistake is discovered, families are often involved in infighting or complicated legal proceedings. As experienced estate planning lawyers, we hope that we can help you avoid five of the most common...
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