The Heritage Law Group logo

Estate Planning – Document Basics

By Attorney Jennifer Kahl September 24, 2019 What does it mean to “do your estate planning?” What does it mean to “do your estate planning?” Many people have this on their to-do list, but are unsure of what it actually means. In short, “estate planning” refers to the...

Estate Planning – Selecting your Fiduciary

Estate Planning – Selecting your Fiduciary By Attorney Robert T. Brooks July 3, 2019 Who should manage your funds?  The answer is simple… it should be you or a responsible individual/entity of your choosing.  I recently drafted a Trust and other estate planning...

Estate Planning – Pet Trusts Revisited

BY ATTORNEY SUSAN I. JEAN, June 7, 2019      We love our fur-babies and they love us back …      We spoil our fur-babies and they spoil us back …      We protect our fur-babies … and sometimes they protect us back…  Being a responsible pet parents includes the...

Estate Planning – Get it Done Now!

Estate Planning – Get it Done Now! BY ATTORNEY SUSAN I. JEAN, May 31, 2019 Son came to see me about his mother.  She lives in the memory assist unit of a local assisted living facility.  And no one had talked with her about doing Powers of Attorney.  No one had...

Estate Planning – Pet Trusts

My daughters will swear that our dog, Maggie, actually raised them.  I still have pictures of them rolling Maggie around in a baby buggy; poor Maggie!  For many of us, our pets are family.  In fact, in the United States, there are four pets for every child.  For many...

Estate Planning – Do I Need a Trust?

Clients ask me this question all the time. Do I need a trust? Some people mistakenly believe that a trust is somehow “better” than a will, or that everybody with significant assets needs to have a trust. Often, people want to avoid probate expenses,...