Why Unmarried Couples Need Estate Planning the Most

If you have ever watched Judge Judy on TV, you may have heard the iconic judge tell couples who have been living together “without the benefit of marriage” that courts are not designed to handle the legal ramifications of “setting up shop” together. Yet it is happening more and more. For many reasons, older couples

Summertime: Read This Before You Go On Vacation or Off to College

This Memorial Day, one of my clients was acknowledging a loss of her own (in addition to the loss of many brave men and women who fight for our country). It marked the 20th anniversary of the loss of her brother while away on vacation on the Colorado River in Laughlin, Nev. Despite the years,

Happy Mother’s Day: Celebrate, then Plan

You’ve made brunch reservations and bought flowers. The kids have made a special card and you bought her favorite perfume or other special gift. Mother’s Day is special because Moms are special. What would we do without them? What would we do without them? Whether they have been Moms for 1 year or 41 years, their

Summertime Means Travel, But Are You Really Prepared?

Summer Vacation is a family’s happy place. When mom says be sure to pack all the essentials and make sure you have thought of everything, I guarantee she probably didn’t mean Estate Planning. Yet, when you go to “Fly the Friendly Skies” or Road Trip to that amazing National Park, this added level of protection

Pensions, Beneficiaries, and Rights of Survivorship

When it comes to protecting beneficiaries, financial planning gets detailed. I have a client whose husband spent a good part of his professional career at a “household name” company. He worked hard and made his way up the ladder to a mid-to-upper management level. He was then offered the ability to take part in a pension

Probate Series (Part 2): 3 Common Ways to Avoid It

As with every aspect of your estate, Seiter Law strongly suggests that you contact an experienced estate attorney to discuss, your assets, the probate process and the laws in your state before trying to limit or avoid probate. That being said, in general these are the most common ways to avoid probate: Joint Tenancy With Right

Did You Know: Beneficiary Forms Override Estate Planning Docs

UPDATED on 10-7-2019 Did you know that any beneficiary forms you sign with a bank or other institution will override your carefully thought out, perfectly crafted estate planning docs? Generally, most companies have a benefit renewal period every 6-12 months. MANY start this process now in November. But whether you do it at work, with