Live Your Life Without Financial Worry. Leave Your Estate Planning Matters to Sallen Law.
    • Don't risk your accounts with joint title!

      As clients age, it is common for them to add a child to their bank account so that bills are paid or in anticipation of incapacity or to avoid probate. A problem may arise if that child owes a debt, ...

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    • Estate Planning for Young Professionals

      For many, estate planning can often be placed into a box that belongs solely to individuals who are either of an advanced age or have significant assets. In reality, however, the practical aspect of ...

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    • Estate planning after you win the lottery; 3 things you need to know

      I want to wish all of those who bought tickets in the lottery. Winning the jackpot is a very happy and exciting event. It can facilitate previously unattainable dreams such as buying a home, starting ...

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    • Child Support for Children with Special Needs

      If you pay or receive child support for a child with special needs, there are facts you need to know to ensure that your child is protected: For a Minor Child A disabled person’s assets and income ...

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    • Blended Families have a Heightened Need for Proper Estate Plans

      People with blended families can face complex estate planning challenges. They may want to provide for their current spouse, their children with their current spouse, their children from previous ...

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    • The Single Most Powerful Indicator For A Child's Emotional Resiliency

      Emory University found that the single most powerful indicator for a child's emotional resiliency is knowing their family history. This is why I like to personalize my documents to include client's ...

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    • Insight from Three Day Estate Planning Conference Key Speaker

      This is why I love what I do. I am starting a three day estate planning conference and who is the key speaker? A woman who survived Auschwitz, communist Russia and marched with MLK. She talked about ...

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    • Using Long-Term Care Policies in your Estate Plan

      As we live longer, there have been unexpected costs associated with it. For those who need long-term care (LTC), the needs can range from simple tasks such as bathing, getting dressed/undressed and ...

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    • Estate & GST Tax Repeal Legislation Introduced in Congress

      On January 24, 2017 Congresswoman Kristi Noem introduced H.R. 631 in the House. H.R. 631 would repeal, as of the date of enactment, the Federal Estate and Generation Skipping Transfer Tax. There are ...

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    • Estate planning after you win the lottery; 3 things you need to know

      I want to wish all of those who bought tickets in the lottery. Winning the jackpot is a very happy and exciting event. It can facilitate previously unattainable dreams such as buying a home, starting ...

      Read More
    • Can I Get In Trouble With the IRS for Trying to Reduce the Amount of Estate Tax That I Owe?

      You’ve likely heard that one of the many benefits of estate planning is reducing the amount of federal, and state, taxes owed upon your passing. While it may seem like estate tax planning must run ...

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    • Report: Inheritance causes tension in 25 percent of families; here is how to avoid that

      There’s no such thing as a good time for a family fight, but one of the worst is after a death. In a recent Ameriprise Financial survey of 2,700 people, 25 percent said an inheritance caused ...

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    • How to Help Your College-Aged Child in a Medical Emergency

      You have finished unpacking your child and setting up their college dorm room. You kiss them goodbye as they start off on the next big stage of their life. While your "baby" is now a grown up, many ...

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    • College-bound children need financial and health care documents

      It’s the big day. You’ve taught your child everything she knows from how to tie a knot to how to knot a tie. She’s an adult ready to head to college. She’s ready to make her own schedule, juggle a job ...

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    • Post-nuptial agreements and Estate Planning

      A post-nuptial agreement is, as its name suggests, a marital agreement entered into after a couple is married. Similar to a pre-nuptial agreement, a post-nuptial agreement creates an outline of how ...

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    • Estate Planning After a Remarriage

      "Marriage is the triumph of imagination over intelligence. Second marriage is the triumph of hope over experience" Finding that special person that you want to spend the rest of your life with is a ...

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    • Blended Families have a Heightened Need for Proper Estate Plans

      People with blended families can face complex estate planning challenges. They may want to provide for their current spouse, their children with their current spouse, their children from previous ...

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    • Help Your Executor Succeed With This One Tip

      As an attorney who not only drafts wills and trusts, but also helps families administer estates, I have witnessed how not selecting the proper executor can lead to three unintended consequences. The ...

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    • Subbing in - the benefits of will substitutes in avoiding probate

      Everyone I meet with has heard me say multiple times that everyone needs at least 4 estate planning documents: a will, living will, health care directive and financial power of attorney. But just ...

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    • Who handles probate

      The person responsible for handling probate is the executor if there is a will. If there isn't any will, or the will doesn't name an executor, the probate court names a person, called the ...

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    • Using Long-Term Care Policies in your Estate Plan

      As we live longer, there have been unexpected costs associated with it. For those who need long-term care (LTC), the needs can range from simple tasks such as bathing, getting dressed/undressed and ...

      Read More
    • Special Needs Trust Fairness Act becomes law.

      On December 13, 2016, President Obama signed into law the Special Needs Trust Fairness Act as part of the 21st Century Cures Act . The new act allows first party special needs trust to be established ...

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    • Child Support for Children with Special Needs

      If you pay or receive child support for a child with special needs, there are facts you need to know to ensure that your child is protected: For a Minor Child A disabled person’s assets and income ...

      Read More
    • Is a Living Trust Worth the Cost?

      Quite often, I meet with clients who say all they need is a simple will. They may think that their assets aren't large enough to warrant a more extensive estate planning document. During my initial ...

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    • In a digital world, where should you store your will/trust documents?

      In an effort to keep documents safe, people used to store their estate plan with their other papers. This led to problems because the documents would be lost or destroyed if there was a fire or flood. ...

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