Estate Planning Blog

What Happens to Investment Accounts when Someone Dies?

July 18, 2022

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?

Estate Planning

How To Store Estate Planning Documents Properly

July 15, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

Estate Planning

Estate Planning Tips for Solo Seniors

July 11, 2022

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

Estate Planning

What Sparks the Contesting of a Will?

July 8, 2022

Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.

Estate Planning

Why Is Beneficiary Designation Important?

July 6, 2022

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

Estate Planning

Estate Plans and Trusts: How Do They Work?

July 4, 2022

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.

Estate Planning

Has the Pandemic Made People More Aware of Estate Planning?

July 1, 2022

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

Estate Planning

3 Important Legal Documents for Your 18-Year-Old ‘Kid’

June 29, 2022

Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.

Estate Planning

How to Find a Great Estate Planning Attorney

June 27, 2022

One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.

Estate Planning

How to Plan for Taxes after Death

June 24, 2022

Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.

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