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What Does a Will Do and Not Do?

September 1, 2022

Everyone needs a will. However, some people need more than that. To save on taxes and make for a smooth transition, they could really use a revocable trust, a family limited partnership or a gift trust.

Articles | Elder Law | Estate Planning | News | Probate

How Do I Contest a Will?

August 22, 2022

Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.

Avoid Mistakes in Beneficiary Designations

August 10, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

Estate Planning | Probate | Trust Administration

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.