My Blog

Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 1

Jan 31, 20224 min read

Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 1

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving...

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5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk —Part 2

Adela T. Iturregui

Jan 24, 20226 min read

5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk —Part 2

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...

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5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk —Part 1

Adela T. Iturregui

Jan 17, 20226 min read

5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk —Part 1

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...

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Preventing Family Conflict And Disputes Over Your Estate Plan

Adela T. Iturregui

Jan 10, 20227 min read

Preventing Family Conflict And Disputes Over Your Estate Plan

No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...

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One of The Greatest Gifts To Your Family Is The Plan For Incapacity

Adela T. Iturregui

Jan 3, 20225 min read

One of The Greatest Gifts To Your Family Is The Plan For Incapacity

When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff...

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Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

Adela T. Iturregui

Dec 27, 20217 min read

Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

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How to Pass Down Your Family Wealth Legacy During The Holidays

Adela T. Iturregui

Dec 24, 20213 min read

How to Pass Down Your Family Wealth Legacy During The Holidays

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than...

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Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

Adela T. Iturregui

Dec 13, 20215 min read

Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

8 views0 comments

The Basics On NFTs: The Newest Cryptoverse Craze

Adela T. Iturregui

Dec 6, 20218 min read

The Basics On NFTs: The Newest Cryptoverse Craze

NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as we like to call it the “Cryptoverse.” And...

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10 Things You Should Know About Living Wills

Adela T. Iturregui

Nov 23, 20217 min read

10 Things You Should Know About Living Wills

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a...

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Think You Are Too Young to Need An Estate Plan? Think Again

Adela T. Iturregui

Nov 11, 20218 min read

Think You Are Too Young to Need An Estate Plan? Think Again

The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes...

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Estate Planning Must Haves for Parents - Even If You Have Legal Documents

Adela T. Iturregui

Nov 8, 20213 min read

Estate Planning Must Haves for Parents - Even If You Have Legal Documents

A comprehensive estate plan -- which we prefer to see as a Life and Legacy Plan -- can protect what matters most to you. For many, this...

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How Estate Planning Can Bring Blended Families Closer

Adela T. Iturregui

Nov 4, 20212 min read

How Estate Planning Can Bring Blended Families Closer

Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in...

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2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Adela T. Iturregui

Oct 31, 20215 min read

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...

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What Happens to Your Facebook Account When You Die?

Adela T. Iturregui

Oct 24, 20213 min read

What Happens to Your Facebook Account When You Die?

If you’re active on social media, Facebook probably plays a prominent role in your life. And now the social media titan can even play a...

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6 Things You Should NOT Include In Your Will

Adela T. Iturregui

Oct 24, 20215 min read

6 Things You Should NOT Include In Your Will

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just...

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5 Steps for Adding Digital Assets to Your Estate Plan

Adela T. Iturregui

Oct 24, 20213 min read

5 Steps for Adding Digital Assets to Your Estate Plan

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique...

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5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2

Adela T. Iturregui

Oct 17, 20215 min read

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel...

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Consider This Before You Create A Will Online

Adela T. Iturregui

Oct 17, 20212 min read

Consider This Before You Create A Will Online

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...

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5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

Adela T. Iturregui

Oct 10, 20214 min read

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel...

3 views0 comments

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