by Jim Lyon | Dec 18, 2020 | blog, Blog: Estate Planning
Estate planning is rarely as easy as people think it will be. Even after appointing the trustee of an estate or a personal representative, there are often other nuanced decisions that must be made about how your estate plan should be handled. Failure to properly...
by Jim Lyon | Dec 11, 2020 | blog, Blog: Estate Planning
As a result of the COVID-19 pandemic, many people have been forced to confront their mortality. Subsequently, a growing number of people are realizing that estate plans are not just for the extremely old and that it is a good idea to make sure you have an appropriate...
by Jim Lyon | Dec 4, 2020 | blog, Blog: Estate Planning
As the presidential election approached, there was substantial discussion about what estate planning actions should be taken before the end of the year. Behind this decision is the notion that, provided the Democrats win the Presidency and take a majority of the...
by Jim Lyon | Nov 27, 2020 | blog, Blog: Estate Planning
One of the most critical aspects of estate planning is naming a person who will make decisions in case you become incapacitated or pass away. After your death, a personal representative (or executor) will perform essential tasks like paying outstanding debts and taxes...
by Jim Lyon | Nov 13, 2020 | blog, Blog: Estate Planning
While estate planning is focused on the personal issues of your incapacity or death, it is still a team strategy. The strongest estate plans make use of a team, with each individual performing unique tasks to make sure that your goals are satisfied. It can be...
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