Estate Planning Blog

Is an Estate Plan Battle Looming?

January 13, 2023

If you own any property at all, you probably know about estate planning. You can decide what happens to your assets after you die, of course.

Estate Planning

What Is a Residuary Estate?

January 11, 2023

In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.

Estate Planning

Can an Executor or Trustee Take the Money and Run?

January 9, 2023

Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.

Estate Planning

Charitable Giving: Leaving Money to My School in My Estate Plan

January 6, 2023

A love for nursing and a desire to help young people prompted a Norfolk man to include a nursing scholarship at Northeast Community College in his estate planning.

Estate Planning

Professionals and High Net-Worth Families Need Estate Planning

January 4, 2023

Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.

Estate Planning

Can Estate Plan Be Created without My Spouse?

January 3, 2023

I’m looking for guidance on where to start with planning in case something happens to me or my husband.

Estate Planning

Keep Your Beneficiary Designations Up to Date

December 30, 2022

Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?

Estate Planning

Should Spouses Use the Same Estate Planning Lawyer?

December 28, 2022

You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?

Estate Planning

The news is full of stories about the famous who didn’t bother to make a will to dispose of their substantial fortunes. Although many others did make a plan, various issues with their testamentary documents have led to costly and protracted litigation.

Estate Planning

How to Transfer Business to the Next Generation

December 23, 2022

Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.

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