by Kelly Law Firm | Apr 27, 2022 | Blog, Estate Planning, Myth
“I don’t have enough assets to need an Estate Plan.” This estate planning myth comes from the focus of so many attorneys and financial advisers on estate tax, which may not be an issue unless your estate surpasses $12.06 million, a problem many of us...
by Kelly Law Firm | Mar 18, 2022 | Blog, Estate Planning, Myth
Truth: While template estate planning documents you download from the internet or handwrite may cover most common situations, you may have a complicated issue that warrants legal advice that you’re not even aware of. Sometimes an internet or handwritten plan is...
by Kelly Law Firm | Oct 22, 2021 | Estate Planning, Myth
Truth: Legacy and incapacity planning are two areas of estate planning that encompass far more than managing your assets during or after your lifetime. Just like your goals, your legacy is unique to you and your family. While an estate plan addresses who will inherit...