Knowledge is Power
When Lisa first created her estate plan 25 years ago, her main concern was naming guardians for her two kids. Fast-forward to today: her kids are grown, she has grandchildren, and her assets have grown significantly. Yet, her estate plan hasn’t been updated in decades. Lisa’s story isn’t uncommon. Many people think estate planning is…
If you’ve worked hard to build financial stability, you probably think you’re set. You’ve got savings, a retirement account, maybe even some real estate. But without an estate plan, your financial wellness is only halfway there. Take the case of Linda and Peter. They had a will and thought that was enough to protect their…
When Chris and Dana created their first estate plan 20 years ago, they felt a sense of relief. They’d written a will, named guardians for their kids, and even created a basic trust. But over the years, they rarely thought about it again. Fast-forward to last year: Chris passed away unexpectedly, and Dana realized their…
After her husband passed away, Claire realized how unprepared she was for the legal and financial challenges that followed. The lack of a clear estate plan left her navigating probate court, sifting through incomplete documents, and dealing with the uncertainty of what he might have wanted. It was overwhelming, but it also gave her clarity…
When Ellen brought her estate plan into our office last December, she admitted it had been collecting dust for years. “I don’t even know what’s in here,” she said, flipping through the yellowed pages. Ellen had recently become a grandmother, and the joy of welcoming her first grandchild had sparked a realization: her estate plan…
When Mark and Julia first walked into our office last December, they were reeling from the aftermath of a sudden family loss. A close relative had passed away without a clear estate plan, leaving behind confusion, family disagreements, and a pile of unresolved legal issues. Watching their loved ones struggle, Mark and Julia realized they…
Estate planning may not be the first thing that comes to mind when you think of Thanksgiving, but hear me out—Thanksgiving is actually the perfect time to have these important family discussions. Why? Because everyone’s gathered together, feeling relaxed (and full of turkey), and it’s a natural time to reflect on what matters most: family,…
The holiday season is a time for giving, and for many people, that includes charitable donations. But did you know that incorporating charitable giving into your estate plan can have lasting benefits, not just for the causes you care about but also for your family’s financial security? At Voorhees Law Group, we help clients design…
The holiday season is upon us, and for many families, that means increased spending on gifts, travel, and celebrations. Did you know Americans are expected to spend over $800 on gifts this year? While enjoying the holiday spirit is important, it’s also crucial to think about how this short-term spending fits into your long-term financial…
