Can You Prevent Family Fights over Inheritance?

Will Contest

In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.

Some Assets Better Left Outside of Will

Estate Plan

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.

How Do Special Needs Trusts Work?

Special Needs Trusts

A special needs trust (SNT) can help you provide financial security to your child after you die without leaving them ineligible for the government benefits that they need to sustain care.

What Is the Point of a Trust?

Will Contest

Thinking about what happens to your family when you pass away may be upsetting. However, it can be a good way to reduce the stress your loved ones will deal with during the grieving process.

What Happens When Inheritances are Unequal?

Exemption Amounts

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

What Is a Living Will?

Asset Protection Planning

The financial consequences of a diagnosis of Alzheimer’s disease or any one of the rarer dementias can easily fall to the family of the patient. In any diagnosis that includes declining mental health, it’s important to get one’s financial house in order.