Estate Administration
Why Your Will Is Just One Part of an Estate Plan
Those beneficiary forms you filled out years ago can supersede your other estate plans.
October 31, 2023
Estate Planning
How Does an Inheritance Trust Work?
Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
October 30, 2023
Elder Law
When Do I Need an Elder Law Attorney?
What are some signs I should seek out an elder care lawyer?
October 27, 2023
Estate Planning
Why Should You Create A Will?
In general, your assets go to the people you probably want to inherit them. However, if you want to leave anything to your parents, siblings, nieces or nephews, friends, in-laws — or if you want to eliminate someone from your plan for any reason — you need to create a will.
October 26, 2023
Estate Planning
What Should I Know About a Trustee?
A trustee is a person or entity who’s appointed to manage assets held in trust on behalf of a third party. There are few formal restrictions on who can serve as a trustee.
October 25, 2023
Estate Planning
Do You Need a ‘Pour-Over’ Will?
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
October 24, 2023
Estate Administration
Now Is the Time for Estate Planning
As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan.
October 23, 2023
Estate Administration
Should I Add My Pet to Estate Plan?
When it comes to pets and estates, there are two main rules to understand.
October 20, 2023
Estate Planning
Do You Need a Will or Trusts or Both?
A traditional will could be the simplest but not necessarily the best way to pass on your legacy.
October 19, 2023
Estate Administration
How to Include Digital Assets in Your Estate Plan
Cryptocurrency has changed the nature of what can be considered an asset, and that’s affected estate planning, too, the process of allocating your assets to your heirs on your death.
October 18, 2023