It’s easy to focus on giving during the holiday season, but for Wyoming residents with real legacy goals, charitable giving is a year-round strategy- not a year-end panic.

Here at Lubnau Law, we know that effective giving isn’t just about where your money goes; it’s about making sure your generosity works in lockstep with your entire estate plan and tax strategy.

A new year always brings a fresh perspective- a time for resolutions, financial checkups, and planning for the long year ahead. As your estate planning partner, Lubnau Law believes that there is no better resolution you can make than securing true peace of mind for yourself and your loved ones.

Setting up your Estate Plan is just the beginning. Once the documents are signed, there are still steps to take, including making sure the right people know how to carry out your wishes. Find some helpful steps from Kiplinger in this article.

November and December are busy times of year, but double-checking your estate plan is worth fitting into your holiday schedule. Remember that your estate plan isn’t a ‘set it and forget it’ document; it needs regular attention, especially when life changes.

In honor of Estate Planning Awareness Month, Lubnau Law is highlighting the invaluable story of Emma Heming Willis, whose journey as a caregiver for her husband, Bruce Willis, resonates deeply with so many families we work with.

Two of the absolute certainties in life are that we will all get older, and we will all die.  If we are lucky, we will age gracefully, keep our health and independence, and die peacefully in our homes at a ripe old age.  That will not be a reality for all of us.  Most of us will have to at least consider a nursing home at some point along with familial support, or in-home care services. 

Alzheimer’s is a tough road for any family, but in rural communities—where resources may be few and loved ones often live miles apart—the journey can feel especially overwhelming. Understanding the seven stages of Alzheimer’s, recognizing the signs early, and getting a head start on legal and financial planning can help.  It is never too early to learn about planning options.

Having aging parents can be scary. But there are a lot of things you can do preemptively to prepare for death or incapacity, including locating key documents.

Does having a Will help you avoid probate? Does the State of Wyoming decide what happens if I don’t create an estate plan? Does a Will accomplish the same as a Trust? Test your estate planning knowledge here!

The recent news surrounding the estate of the beloved Jimmy Buffett, as highlighted in a CNBC article, offers a timely and compelling look into the world of estate planning. While the details of his family's specific arrangements remain private, the article underscores a common problem in many trusts: dueling trustees. See 2 important lessons for families planning wealth transfers in this article.

At Lubnau Law, we understand the stress and uncertainty you may be facing when a loved one suddenly needs long-term care. While proactive Medicaid planning well in advance of a crisis offers the broadest range of options, a "crisis" doesn't mean all hope is lost.

Many of our clients come to us thinking their Will and joint ownership of assets with their children is sufficient estate planning - they don’t ‘need’ a Trust. This is what their parents did, and it was fine, so it should be okay for them too. We regularly see these plans fail.

Probate is invasive, expensive, and a real burden upon your loved ones. So how do you avoid probate? Find out in this article.

Deciding when to consider assisted living is a complex and personal decision, but this article offers some indications of when it is time to ask for help or have a conversation.

Our clients and friends often tell us they are not old enough or rich enough to make an estate plan. Often, they are wrong. So when should you create a plan? We can help you make that decision.

In today’s interconnected world, cybersecurity is not just a concern for large corporations—every business, organization, and individual is a potential target for cybercriminals. From phishing scams to ransomware attacks, the risks are real and growing. However, by adopting proactive measures, you can significantly reduce the likelihood of falling victim to these threats. Here’s how.

In estate planning, one of the most challenging situations arises when a beneficiary is battling addiction to drugs or alcohol.  Although estate planning always seeks to ensure a loved one’s financial security, when addiction is involved, unprotected inheritance can unintentionally fuel self-destructive behavior, potentially worsening the situation. Thoughtful estate planning techniques can alleviate these risks and provide support, protection, and structure.

It’s that time of year again, when we look at the great blessings that have been bestowed upon us, and (secondarily) have to start worrying about how big of a cut old Uncle Sam is going to take.  Rather than pay excess tax, many of us look to reduce our tax burden through charitable giving; knowing that whatever charitable cause is dear to our hearts, the charity will be better off and more efficiently use our blessings.

While these online options for preparing wills may seem tempting, they come with significant risks that could outweigh the initial savings.  Read why having a will prepared by a lawyer is a better choice than relying on an online template.

The primary purpose of the Secure 2.0 Act is to encourage workers in the US to save for retirement. In 2023, excluding Social Security, American adults between the ages of 32 and 61 had average retirement savings of under $130,000. Find out what you need to know about the Secure Act 2.0 here.