Estate Planning
What Is the Biggest Mistake People Make on Their Wills?
Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.
February 22, 2024
Business Succession
How Do You Plan a Business Succession?
Losing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships. However, it doesn’t have to be that way.
February 21, 2024
Estate Planning
What Should I Do to Get My Affairs in Order?
Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.
February 20, 2024
Estate Planning
What Is a Subtrust? Additional Benefits Subtrusts Provide
A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms of the trust or will when certain events happen, such as the death of the primary grantor, or creator. Subtrusts are one tool that estate planning attorneys use to help families pass on inheritances and protect their heirs from creditors or issues such as lawsuits or divorce. Subtrusts serve various purposes depending on…
February 19, 2024
Estate Planning
5 Reasons a Will Is Your Secret Weapon (Even If You’re Young and Healthy)
In the vibrant journey of life, especially when we’re young and healthy, planning for the unexpected is often relegated to the back burner. The concept of a will, typically associated with age or affluence, might seem like a distant need. Yet, it’s a powerful tool that transcends…
February 16, 2024
Estate Planning
How Do You Stop Family Fights over Inheritance?
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
February 15, 2024
Estate Planning
Designating Your Beneficiary
Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…
February 14, 2024
Estate Planning
What are the Rules for Inheriting an IRA?
Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.
February 13, 2024
Estate Planning
Top 5 Estate Planning Nightmares You Can Avoid with a Will
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
February 12, 2024
Estate Planning
What Questions Should You Ask an Estate Planning Attorney?
Estate planning is not as simple as executing a will.
February 9, 2024