Estate Planning Blog

What Do I Do If I’ve Lost an Important Document?

May 24, 2023

The word ‘paperwork’ has become an anachronism; most legal and business documents today are created, signed and stored digitally. However, a few actual pieces of paper remain vitally important to keep.

Estate Planning

Singles Need Estate Planning to Protect During Lifetime

May 22, 2023

You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.

Estate Planning

Maximizing Benefits with Life Estate

May 19, 2023

A life estate is a type of property ownership or tenancy that grants an individual the right to use and enjoy a property for the remainder or their life. It gives an ownership interest to someone else.

Estate Planning

Estate Planning Requires Clear Direct Language, or Does It?

May 17, 2023

Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives.

Estate Planning

Protecting Assets with a Trust vs. Limited Liability Company

May 15, 2023

To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.

Estate Planning

Older Singles Can Plan to Protect Themselves

May 12, 2023

Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.

Estate Planning

How a Special Needs Trust (SNT) Protects Loved Ones

May 10, 2023

While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.

Estate Planning

Revocable Trusts Must Be Funded to Make Estate Plan Work

May 8, 2023

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

Estate Planning

What Exactly Is Probate Court?

May 5, 2023

A formal probate process involves specific, usually straightforward steps. Issues that may arise during the process can lengthen the time it lasts until it is closed by the court.

Estate Planning

What Elements are Overlooked in Estate Plans?

May 3, 2023

There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.

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