Estate Planning Blog

Do Family Secrets Hurt Estate Planning?

March 29, 2023

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…

Estate Planning

What Should I Ask a Prospective Estate Planning Attorney?

March 27, 2023

While more than half of Americans believe estate planning is essential, a mere 33% actually have a living trust or will. And one out of three respondents who don’t have a will reason that they don’t think they have sufficient assets to warrant estate planning.

Estate Planning

What Strategies Minimize Estate Taxes?

March 24, 2023

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.

Estate Planning

Does Divorce Have an Impact on Estate Planning?

March 22, 2023

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.

Estate Planning

What Is an Estate Planning Checkup?

March 20, 2023

An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.

Estate Planning

What are Some Best Practices for a Trustee?

March 17, 2023

Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

Estate Planning

Can a Power of Attorney Withdraw Money from Bank Account?

March 15, 2023

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.