estate planning law firm

Estate Planning Blog

Home ยป Blog

What are My Responsibilities if I’m Named an Executor?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.
Read More

7 Biggest Estate Planning Mistakes You Need to Avoid

Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.
Read More

Why Is Estate Planning Review Important?

Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
Read More

Do You Need a Revocable or an Irrevocable Trust?

There are two main kinds of trusts: revocable and irrevocable.
Read More

Can I Add Children’s Names to my House Deed?

It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
Read More

Is It Important for Physicians to Have an Estate Plan?

Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read More

Cryptocurrency and Estate Planning: What Executors Need to Know

My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
Read More

How Do I Talk to My Parents About Estate Planning?

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.
Read More

Should I have a Charitable Trust in My Estate Plan?

A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits to help you minimize what you might owe to the government.
Read More

Are Millennials Estate Planning?

As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.
Read More
1 2 3 4 5 6 7 8 9 10 11 12 13
Stay Informed

Join Our FREE Newsletter

SUBSCRIBE
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
magnifiercross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram