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Myth: Estate Planning is Just for the Wealthy

Myth: Estate Planning is Just for the Wealthy

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...
Myth: I Don’t Need a Lawyer for My Estate Planning

Myth: I Don’t Need a Lawyer for My Estate Planning

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...
Myth: Estate Planning is only about distributing my assets

Myth: Estate Planning is only about distributing my assets

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...

Recent Posts

  • Estate Planning Mistakes: Improper Ownership of Assets
  • Estate Planning Mistake: Not Updating Plans Over Time
  • Estate Planning Mistake: Not Planning for Disability and Long-Term Care
  • Myth: Estate Planning is Just for the Wealthy
  • Estate Planning Mistake: How to Protect a Disabled Beneficiary

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