Sowerby Law Office > Private: About >

When is the reading of the Will?

Never. The reading of the Will is a Hollywood fiction and a dramatic plot twist in many novels. However, today there is no gathering of the family in the lawyer’s oak filled and dusty library to discuss the final wishes of the family’s loved one. There is no morbid meeting of the decedent speaking to […]

Have You Considered Your Digital Assets in Your Estate Plan?

What digital assets you say? We don’t always consider that we have such things but most of us do. Your email account, for example. Do you get invoices via email? How will your Agent under a Power of Attorney even know about a bill that has to be paid if that Agent cannot access your […]

Estate Planning can be Easy

Really? “It wasn’t nearly as bad as I thought it was going to be!” That is a common phrase I hear from clients after they sign their Will who were initially apprehensive about meeting with me. It is very common for people to be scared about thinking of death or planning for it. In fact, […]

There is No Time Like the Present to Update Your Estate Plan

Every estate planning attorney can tell you stories about bad, incomplete or absent estate plans that created havoc for families. From unfunded trusts- you do know that a trust must be funded, right?- to simply outdated plans, we have seen it all. In some cases, this has led to unnecessary delay and expense but in […]

The Family Vacation Home in Estate Planning

As the season for enjoying our lake or beach property is winding down, the issue of dealing with those properties in an estate plan may arise. The family vacation home is sometimes a very tough estate planning challenge. This is especially true when the beach or lake home has been in the family for years, […]

Saving for College or How to Use a Section 529 Plan in Estate Planning

A Section 529 Plan (named for the Internal Revenue Code establishing these accounts) may be a great way to not only help your children or grandchildren with their education but also could be a great estate planning tool. With a 529 plan, you initially fund it with a “gift.” The plan will have a named […]

Estate Plan: The Biggest Mistakes to Avoid

Mistakes to avoid in an Estate Plan An estate plan is not something most people want to spend time on when thinking about the inevitable—our own mortality. If you don’t, however, you may be leaving a mess for your loved ones. It is not enough to just “make a plan.” It is important to make […]