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10 Common Estate Planning Mistakes—Part 1

May 9, 2022July 12, 2022Lauren Weliver, Esq.

Estate planning involves giving serious thought to scary topics including death, old age, and disability. So it’s no surprise people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious
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Estate Planning, MaineCare

Transferring Ownership of Your Home to Your Child? 3 Reasons to Reconsider

May 2, 2022July 12, 2022Lauren Weliver, Esq.

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in many cases, it can be a huge mistake, leading
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Guardianship, Wills

Is Naming a Guardian for Minor Children in a Will Enough?

April 25, 2022April 25, 2022Lauren Weliver, Esq.

If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and short-term guardians for your kids. Guardians are the people legally named to
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Estate Planning

Probate: What It Is & How To Avoid It—Part 2

April 1, 2022April 25, 2022Lauren Weliver, Esq.

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs or beneficiaries. Like most
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Estate Planning

Probate: What It Is & How To Avoid It—Part 1

March 21, 2022Lauren Weliver, Esq.

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly,
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Estate Planning

Estate Plan on Your 2022 Resolution List?

January 7, 2022January 7, 2022Lauren Weliver, Esq.

At the start of the new year, it is common to think ahead about the various things we need to accomplish in the next 12 months in order to take care of ourselves, our loved ones, and the things we care about.
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Estate Planning

My Child is 18, Now What?

May 10, 2021August 3, 2021Lauren Weliver, Esq.

High school graduation season is upon us, and although it may look different from what we are used to seeing in terms of pomp and circumstance since we are still dealing with a pandemic, one thing remains the same for these graduates.
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Estate Planning

I Care A Lot… Can that happen?

February 23, 2021February 25, 2021Lauren Weliver, Esq.

I Care A Lot Have you seen this movie? With the assistance of a shady doctor, Marla Grayson, a wicked public conservator targets wealthy seniors so that she can liquidate their assets and profit from managing them after a court declares these
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Estate Planning

Estate Planning for Singles

February 8, 2021February 8, 2021Lauren Weliver, Esq.

Having a plan that takes care of you and your family is important for everyone, but it is especially important for single people. Simply put, for singles, there isn’t that obvious default support person to help like there is between married couples.
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Estate Planning

Thirteen Estate Planning Terms You Need to Know

October 22, 2020October 22, 2020Lauren Weliver, Esq.

Estate planning—it is an incredibly important tool and process, not just for the super wealthy or those thinking about retirement. Estate planning is something every adult should do to take care of themselves and the people they love.  Estate planning can help
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Recent Articles

  • 3 Critical Considerations for How to Save for Your Child’s (or Grandchild’s) College Education – Part 1
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  • Five Common Estate Planning Concerns for Blended Families
  • Estate Planning FAQs For LGBTQ+ Couples
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Yarmouth, ME 04096
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