Estate Planning Blog

Pros and Cons of Probate in Estate Planning

May 24, 2024

The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.

Estate Planning

Estate Planning Strategies to Maximize Returns for Investors

May 22, 2024

Integrating stock options into your estate plan requires careful consideration to ensure that your loved ones can benefit from this financial asset. This article explores how you can include stock options in your estate plan to maximize their value for future generations.

Estate Planning

Preserving Your Legacy: Estate Planning for Landowners

May 20, 2024

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.

Estate Planning

How are Retirement Plans Handled in an Estate Plan?

May 17, 2024

Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary designations as part of an overall estate plan.

Estate Planning

An Estate Plan Question: How Do My Heirs Receive Their Money?

May 15, 2024

This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.

Estate Planning

Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential

May 13, 2024

This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.

Estate Planning

Why are Inheritance Conversations Necessary?

May 10, 2024

Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.

Estate Planning

Safeguarding against Financial Exploitation: Estate Planning for Cognitive Decline

May 8, 2024

As family members and caregivers notice signs of cognitive decline in loved ones, it is essential to take proactive steps to safeguard assets. Seeking guidance from an elder law attorney to navigate complex planning issues as well as guard against financial exploitation reduces vulnerability to fraud.

Estate Planning

Inheritance Trends: How They May Affect Today’s and Tomorrow’s Estate Planning

May 6, 2024

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.

Estate Planning

Why Estate Planning Is Essential for Small Business Owners

May 3, 2024

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

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