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How to Plan in a Time of Uncertainty

August 3, 2022

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

Estate Planning

Who Should Be Your Executor?

July 27, 2022

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.

Estate Planning

How Do I Create a Trust?

July 25, 2022

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.

Estate Planning

Do You Want to Be an Executor?

July 22, 2022

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.

Estate Planning

Should I Update My Estate Plan?

July 20, 2022

Your estate plan should certainly be revised, if you have gotten married or divorced.

Estate Planning

What Happens to Investment Accounts when Someone Dies?

July 18, 2022

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?

Estate Planning

How To Store Estate Planning Documents Properly

July 15, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

Estate Planning

Estate Planning Tips for Solo Seniors

July 11, 2022

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

Estate Planning

What Sparks the Contesting of a Will?

July 8, 2022

Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.

Estate Planning

Why Is Beneficiary Designation Important?

July 6, 2022

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’