Estate Planning Blog

Home » Estate Planning

Where Should I Keep My Will?

March 5, 2025

Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.

Estate Planning

What Beneficiary Expenses Can Be Paid from a Trust?

March 3, 2025

A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.

Estate Planning

Don’t Procrastinate on Estate Planning Moves

March 3, 2025

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.

Estate Planning

How to Protect Your Inheritance

February 28, 2025

Got a windfall? Here's how to manage an inheritance responsibly.

Estate Planning

Estate Planning Steps for Retirement

February 26, 2025

Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.

Estate Planning

Should I Limit My Childrens’ Inheritance?

February 24, 2025

Deciding how much to leave your children requires careful planning. Balancing financial security with personal responsibility can help preserve wealth for future generations.

Estate Planning

What are Best Practices for Estate Planning?

February 21, 2025

Create a more effective estate plan and avoid common mistakes by following these seven best practices.

Estate Planning

Inheriting Debt: Managing Debts Left Behind by Deceased Loved One

February 19, 2025

Inheriting debt can create confusion and stress for families. Understanding your responsibilities and options can help you navigate this challenging situation.

Estate Planning

What If a Beneficiary Dies Before Receiving an Inheritance?

February 17, 2025

When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.

Estate Planning

Probate for Real Estate Held in Multiple States: Out-of-State Property Management

February 14, 2025

Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 … 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 Next

Stay Informed

Join Our FREE Newsletter

SUBSCRIBE

IMPORTANT MASTERCLASS

How to Plan for Life, Protect Your Assets and Preserve Your Legacy

While Maximizing Your Savings, Avoiding Costly Mistakes and Evading Information Overload

Reserve Your Spot

A Professional Law Corporation