Six Assets to Keep Out of an Estate Plan

December 2, 2024

By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.

Estate Planning

How Professionals Use Estate Planning

November 29, 2024

Estate planning is essential for professionals looking to secure their financial legacy and protect their assets.

Estate Planning

Can You Revoke an Irrevocable Trust? What the Murdoch Media Empire Teaches Us

November 27, 2024

Murdoch’s succession plan sheds light on whether an irrevocable trust can truly be changed, revealing key insights for estate planning.

Estate Planning

Estate Planning for Families with Internationally Adopted Children: What You Need to Know

November 25, 2024

Estate planning ensures that your internationally adopted child is fully protected, providing financial stability and legal security for their future.

Estate Planning

What Is Needed for End-of-Life Planning?

November 22, 2024

To ensure that you don’t become a burden to your family as you approach the end of your life, planning is essential.

Estate Planning

Proactive Legal Strategies for Cognitive Decline

November 20, 2024

Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.

Estate Planning

Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

November 18, 2024

Learn how trusts can protect your heirs' inheritance from creditors and safeguard your family's financial future.

Estate Planning

Why Is a Special Needs Trust Important for Your Child's Future?

November 15, 2024

Learn how a special needs trust can protect your child's benefits, while providing long-term financial security.

Estate Planning

Estate Planning for a Child with Addiction: Structuring Inheritance

November 13, 2024

Protect your child's future by creating a trust that supports their recovery, while safeguarding their inheritance.

Estate Planning

Managing Debt After a Loved One's Death: What You Need to Know

November 11, 2024

Learn how a probate attorney can help you manage a loved one's debts after their passing.

Estate Planning

How Does Estate Planning Protect Couples with Big Age Gaps?

November 8, 2024

Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.

Estate Planning

Here’s When You Need to Update Your Will

November 6, 2024

You need to keep it up-to-date and make changes after certain events occur to ensure that your assets will be distributed according to your wishes when you pass.

Estate Planning

Estate Planning for Grandparents Raising Grandchildren: What You Need to Know

November 4, 2024

Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you're raising.

Estate Planning

Why Gen Z Needs to Pay Attention to Estate Planning

November 1, 2024

The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.

Estate Planning

Understanding Fiduciaries: Their Roles and Responsibilities

October 30, 2024

Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.

Estate Planning

How Do I Leave an Inheritance to My Child but Not Their Spouse?

October 28, 2024

Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.

Estate Planning

Why Does Young Family Need an Estate Plan?

October 25, 2024

Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.

Estate Planning

What's the Difference Between an Heir and a Beneficiary?

October 23, 2024

Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.

Estate Planning

National Estate Planning Awareness Week

October 21, 2024

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.

Estate Planning

Strategies to Protect Assets from Lawsuits and Creditors

October 18, 2024

Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.

Estate Planning

Advance Healthcare Directives and Why They Matter

October 16, 2024

After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.

Estate Planning

Family Wealth Discussions: How to Talk about Money with Loved Ones

October 14, 2024

Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.

Estate Planning

Curated a Collection? You Need an Estate Plan for It

October 11, 2024

So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.

Estate Planning

The Importance of Estate Planning for Non-Citizens with U.S. Assets

October 9, 2024

Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.

Estate Planning

Guarding Women's Wealth with Estate Planning

October 7, 2024

Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.

Estate Planning

Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance

October 4, 2024

Estate planning isn't just about dividing assets—it's about minimizing taxes and maximizing the inheritance that your loved ones receive.

Estate Planning

Digital Estate Planning: Managing Online Assets

October 2, 2024

Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.

Estate Planning

LGBTQIA+ Estate Planning Essentials

September 30, 2024

Estate planning is not just about protecting assets—it's about securing your loved ones' future. LGBTQIA+ couples face unique challenges and need tailored solutions.

Estate Planning

What’s the Primary Purpose of a Living Trust?

September 27, 2024

Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.

Estate Planning

How to Choose an Executor for Your Estate

September 25, 2024

Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.

Estate Planning

Preparing Your Adult Children to Receive Their Inheritance

September 23, 2024

Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.

Estate Planning

How Does Probate Work?

September 20, 2024

A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.

Estate Planning

Should All of My Assets Be in a Trust?

September 18, 2024

And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.

Estate Planning

Sharing Family Values in Your Estate Plan

September 16, 2024

Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.

Estate Planning

Role of Estate Planning for the Great Wealth Transfer

September 13, 2024

The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.

Estate Planning

What's the Difference between Primary and Contingent Beneficiary?

September 11, 2024

Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.

Estate Planning

Increase in Estate Planning for Gen-Z

September 9, 2024

Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.

Estate Planning

Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

September 6, 2024

Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.

Estate Planning

Only 32% of Americans Have a Will

September 4, 2024

Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.

Estate Planning

The Importance of Estate Planning for Expecting Parents

September 2, 2024

Estate planning ensures that your children will have the future you want for them no matter what happens to you.

Estate Planning

Can You Prepare for the Unexpected in Life?

August 30, 2024

Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.

Estate Planning

How to Order a Death Certificate after the Passing of a Loved One

August 28, 2024

Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.

Estate Planning

Godparents Lack Legal Rights If Not Named as Guardians for Minor Children

August 26, 2024

Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.

Estate Planning

Can You Get Around Probate?

August 23, 2024

If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.

Estate Planning

Back to School Planning to Protect Your Kids

August 21, 2024

Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.

Estate Planning

Single and Over 50? Estate Planning Is a Must

August 19, 2024

The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.

Estate Planning

Do Single Parents Need an Estate Plan?

August 16, 2024

Single parents must carefully consider each option when preparing their estates. By creating an intentional plan, parents can ensure their wishes will be honored for their children.

Estate Planning

Lawsuit Filed Against Trustee of Late Singer Tony Bennett's Estate

August 14, 2024

Tony Bennett's daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.

Estate Planning

Who Takes Care of My Pet When I Die?

August 9, 2024

Learn more about the personal-finance aspects of pet insurance and pet estate planning.

Estate Planning

How to Discuss Estate Planning with Your Aging Parents

August 7, 2024

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.

Estate Planning

Is Your Student Off to College? Make Sure These Legal Documents are Available

August 5, 2024

Ensure your college-bound child's safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.

Estate Planning

Art Legacy's Estate Battle: Heir Dispute Struggle Threatens to Ruin the Artist’s Centennial

August 2, 2024

An heir dispute can overshadow your legacy. Plan ahead to prevent estate battles and preserve your wishes and legacy.

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