Passing the Family Vacation Home to the Next Generation?
July 22, 2026
With proper planning, the vacation home can be an ongoing blessing for the family instead of a source of tension.
Downs Law Firm, P.C.
Trust
Revisiting Your Estate Plan: Three Life Changes Triggering Review
July 20, 2026
The signature that protects your family is only as current as the life it was meant to describe.
An Inherited IRA Shouldn’t Be Handled Poorly
March 5, 2026
Important planning opportunities can be lost by moving retirement accounts too quickly after someone dies, as we can’t put accounts back once they have taken.
Put Not Your Trust in Money, Put Your Money in Trust
February 13, 2025
Everyone needs an estate plan, and when you understand what a trust does, your plan should probably include one, at least conditionally.
Estate Plan Changes If You Remarry?
June 13, 2024
However, not having the difficult talk sets the table for big family problems later. When financial decisions and medical caretaking are stumbled upon, many unexpressed expectations will likely collide.
When Should You Share Your Estate Plan?
February 22, 2024
At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.
Your Estate Planning Checklist for 2024
December 28, 2023
Early in 2024, you should communicate with your advisers and review several items about your 2023 planning, if that planning is to have any likelihood of succeeding.
What Happens When Your Last Parent Passes?
October 25, 2023
However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
How to Pass on Family Heirlooms with Fewer Estate Battles
August 28, 2023
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
Naming a Minor as Beneficiary?
July 11, 2023
You should not name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
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