Estate Planning
How Trusts Help with Asset Protection
The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
April 3, 2023
Estate Planning
What Makes Americans Worry about Estate Planning?
One-quarter of Americans said inflation has caused them to think about estate planning, the survey said. Two out of three Americans said they don’t have any kind of estate planning documents.
March 30, 2023
Estate Planning
Estate Planning Checklist
Estate plans are made up of many parts, including wills and trusts, as well as any additional documents or information that will help beneficiaries carry out the requests of the benefactor.
March 28, 2023
Estate Planning
Steps for an Effective Pet Protection
Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
March 27, 2023
Estate Planning
Do Family Secrets Hurt Estate Planning?
A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…
March 23, 2023
Estate Planning
Probate: What Is it? How Does it Work?
In certain instances, particularly when there is no Will, the system ensures that all accounts and property are distributed in accordance with state law.
March 22, 2023
Estate Planning
What Should I Ask a Prospective Estate Planning Attorney?
While more than half of Americans believe estate planning is essential, a mere 33% actually have a living trust or will. And one out of three respondents who don’t have a will reason that they don’t think they have sufficient assets to warrant estate planning.
March 20, 2023
Estate Planning
What Documents are in an Estate Plan?
There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
March 16, 2023
Estate Planning
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
March 15, 2023
Estate Planning
Does Divorce Have an Impact on Estate Planning?
When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.
March 13, 2023
