Category: Linda’s Guide to Leaving a Legacy Blog

Estate Planning Pop Quiz

Test your estate planning knowledge with this quick quiz covering decision-makers, intestacy laws, and the difference between wills and trusts. Learn what your answers mean ...
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Back-to-School Season: The Ideal Time for Grandparents to Plan for Their Family’s Future

As the excitement of a new school year begins, it’s not just the kids and parents who are planning ahead—grandparents have a unique opportunity to ...
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Beware of Bad Estate Planning Advice:

Why Adding Others to Your Accounts Can Create a Disaster Recently, advice was shared suggesting that seniors should add their personal representatives directly to bank ...
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Things to Know When Planning for an Addicted Loved One

It has been said that the only thing harder than being an addict is loving one. Having someone in your life who struggles with substance ...
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What You Can Learn from the Leno Conservatorship Proceedings

When most people think about estate planning, they usually focus on what will happen when they die. They typically do not consider what will happen ...
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Estate Planning: 3 Reasons We Run the Other Way

It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably ...
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What Can I Not Do as Grantor and Trustee of a Revocable Living Trust?

Wills and living trusts both direct the distribution of your assets to beneficiaries after you die. However, a revocable living trust offers added flexibility and ...
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WHAT DOES FUNDING A TRUST MEAN?

Funding a trust refers to the process of transferring assets into the ownership of a trust. Trusts are legal arrangements where assets are managed by ...
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Planning for the Future: Honoring Our Military Heroes

As we step into the Memorial Day weekend, we not only welcome the warmth of spring but also the opportunity to express our deepest gratitude ...
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A Legacy of Law: My Daughter’s Graduation Journey

As an estate planning attorney, I’ve dedicated my career to helping families secure their futures and protect their legacies. Yet, amidst the legal intricacies and ...
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When it comes to planning for your future and your family, Sommers Law Group is here to help.

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