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Estate Planning

What If Your Beneficiary Is Missing?

August 9, 2023

Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade.

Estate Planning

What Is Multigenerational Estate Planning?

August 7, 2023

When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.

Estate Planning

It Can Take Time to Learn about Inheritances

August 4, 2023

You may not always know it if you have an inheritance coming. And in some cases, you may not even know the individual has passed on.

Estate Planning

What are the Responsibilities of a Probate Judge?

August 2, 2023

A probate judge is an official of the county court system and a judicial official of the state who decides civil court cases that involve the probate process. Probate is the process of proving wills for those who have died with one (testate cases).

Estate Planning

What Is a ‘Step-Up’ in Basis in Estate Planning?

July 31, 2023

The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.

Estate Planning

What are the Benefits of Creating a Life Estate?

July 28, 2023

By understanding the features of a life estate and creating one at the right time, you can reap the following benefits….

Estate Planning

How Does Portability Work in a Second Marriage Estate Plan?

July 26, 2023

The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.

Estate Planning

How Can I Leave Property to a Minor?

July 21, 2023

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

Estate Planning

How Do You Split Property Among Heirs?

July 19, 2023

If you thought that doing your taxes got complicated when you acquired more assets, wait until you try to split them up among multiple children when planning their inheritance.

Estate Planning

Estate Planning for Today’s Modern Blended Family

July 17, 2023

The modern blended family has far more needs when it comes to estate planning than a traditional family. Here are some challenges, tips and solutions.

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