Spring Cleaning: Estate Planning Edition
While most people associate spring cleaning with scrubbing baseboards or clearing out the garage, there is one area of your life that deserves a season refresh as much, if not more than any other: your estate plan.
Digitizing Your Directives
The Lubnau Law team wants to ensure your wishes are honored, and your family is spared unnecessary stress during a time of crisis. This is why we provide a free DocuBank Membership for a year after you complete your estate plan.
Luck Is Not a Legal Strategy
Luck is a feeling, but a solid Estate Plan is a fact. While we all hope for a smooth future, true peace of mind comes from knowing your legacy isn’t left to the whims of a probate court or battling family members.
The Hidden Factors of Retirement
From the escalating costs of healthcare and the impact of inflation to the psychological shift of moving from ‘saving’ to ‘spending,’ there are several ‘make or break’ factors that many retirees fail to account for until it’s too late.
Protecting Your ‘Happily Ever After’
Integrating a prenuptial agreement with your estate planning provides a comprehensive shield for your family’s future. It provides the peace of mind that comes from knowing your legacy is secure, allowing you to focus on building a strong, joyful life together.
Keep Your Charitable Momentum Going All Year
It’s easy to focus on giving during the holiday season, but for Wyoming residents with real legacy goals, charitable giving is a year-round strategy- not a year-end panic.
Here at Lubnau Law, we know that effective giving isn’t just about where your money goes; it’s about making sure your generosity works in lockstep with your entire estate plan and tax strategy.
New Year, New Peace of Mind
A new year always brings a fresh perspective- a time for resolutions, financial checkups, and planning for the long year ahead. As your estate planning partner, Lubnau Law believes that there is no better resolution you can make than securing true peace of mind for yourself and your loved ones.
Do the Right People Know Your Wishes?
Setting up your Estate Plan is just the beginning. Once the documents are signed, there are still steps to take, including making sure the right people know how to carry out your wishes. Find some helpful steps from Kiplinger in this article.
Year-End Estate Planning Checklist
November and December are busy times of year, but double-checking your estate plan is worth fitting into your holiday schedule. Remember that your estate plan isn’t a ‘set it and forget it’ document; it needs regular attention, especially when life changes.
Lessons from Emma Willis
In honor of Estate Planning Awareness Month, Lubnau Law is highlighting the invaluable story of Emma Heming Willis, whose journey as a caregiver for her husband, Bruce Willis, resonates deeply with so many families we work with.
Nursing Homes & Medicaid Planning
Two of the absolute certainties in life are that we will all get older, and we will all die. If we are lucky, we will age gracefully, keep our health and independence, and die peacefully in our homes at a ripe old age. That will not be a reality for all of us. Most of us will have to at least consider a nursing home at some point along with familial support, or in-home care services.
Understanding the 7 Stages of Alzheimer’s and Planning Ahead
Alzheimer’s is a tough road for any family, but in rural communities—where resources may be few and loved ones often live miles apart—the journey can feel especially overwhelming. Understanding the seven stages of Alzheimer’s, recognizing the signs early, and getting a head start on legal and financial planning can help. It is never too early to learn about planning options.
Aging Parent Checklist
Having aging parents can be scary. But there are a lot of things you can do preemptively to prepare for death or incapacity, including locating key documents.
Summer Estate Planning Trivia
Does having a Will help you avoid probate? Does the State of Wyoming decide what happens if I don’t create an estate plan? Does a Will accomplish the same as a Trust? Test your estate planning knowledge here!
What Jimmy Buffett’s Estate Can Teach Us About Estate Planning
The recent news surrounding the estate of the beloved Jimmy Buffett, as highlighted in a CNBC article, offers a timely and compelling look into the world of estate planning. While the details of his family's specific arrangements remain private, the article underscores a common problem in many trusts: dueling trustees. See 2 important lessons for families planning wealth transfers in this article.
Understanding Medicaid Crisis Planning
At Lubnau Law, we understand the stress and uncertainty you may be facing when a loved one suddenly needs long-term care. While proactive Medicaid planning well in advance of a crisis offers the broadest range of options, a "crisis" doesn't mean all hope is lost.
Risks of Joint Ownership with Children
Many of our clients come to us thinking their Will and joint ownership of assets with their children is sufficient estate planning - they don’t ‘need’ a Trust. This is what their parents did, and it was fine, so it should be okay for them too. We regularly see these plans fail.
How Do I Avoid Probate?
Probate is invasive, expensive, and a real burden upon your loved ones. So how do you avoid probate? Find out in this article.
When is the Right Time for Assisted Living/Long-Term Care?
Deciding when to consider assisted living is a complex and personal decision, but this article offers some indications of when it is time to ask for help or have a conversation.
When Should I Create an Estate Plan?
Our clients and friends often tell us they are not old enough or rich enough to make an estate plan. Often, they are wrong. So when should you create a plan? We can help you make that decision.