At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.
While last-minute estate planning poses challenges, some steps can be implemented to tackle crucial considerations.
Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.
A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.
Navigate the complexities of transferring property after death with strategic estate planning. From understanding probate and the role of wills to exploring living trusts and beneficiary designations, this article offers key insights and considerations for safeguarding your assets, honoring your wishes, and creating a tailored plan with the guidance of experienced estate planning professionals.
Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.
Alarmingly, approximately 50 percent of American adults lack any form of POA, but that is not surprising when you realize that only 45 percent of adults over the age of 55 have a will.
The person you choose to inventory and distribute the assets of your estate should not learn that fact while deep in grief.
In a world where financial headlines often paint a grim picture, it’s easy to get lost in the woes of bear markets, inflation and looming recessions. This is especially true when it comes to planning for retirement. As Roger Whitney, a contributor at Forbes, insightfully points out in his article “Retirement Planning Is More Than Financial Planning,” the traditional focus on…
As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…
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