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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Estate Administration

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Planning to Protect Your Children’s Inheritance: Asset Protection
Estate Administration

Planning to Protect Your Children’s Inheritance: Asset Protection

You’ve worked hard for your wealth. Don’t let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.

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December 24, 2024
Probate for Real Estate in Multiple States: Managing Assets
Estate Administration

Probate for Real Estate in Multiple States: Managing Assets

Managing real estate in multiple states can complicate probate. However, with the right estate plan, you can help your family avoid the extra time, cost and stress.

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December 18, 2024
How to Liquidate Assets after a Loved One's Death
Asset Protection

How to Liquidate Assets after a Loved One’s Death

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets. In this guide, we’ll explore the key steps involved in liquidating assets after death, focusing on estate settlement processes and related legal considerations. Understanding the Role of…

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February 6, 2024
Make Sure These Documents are Part of Your Estate Plan
Estate Administration

Make Sure These Documents are Part of Your Estate Plan

Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out.

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December 14, 2023
When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan
Estate Administration

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…

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December 13, 2023
Have Estate Plan Checkup before Heading to Warmer Winter
Estate Administration

Have Estate Plan Checkup before Heading to Warmer Winter

If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.

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December 5, 2023
Estate Plan can Ease Anxiety and Confirm Legacy
Estate Administration

Estate Plan can Ease Anxiety and Confirm Legacy

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.

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December 4, 2023
Why You Need to Include Digital Assets in Your Estate Plan
Estate Administration

Why You Need to Include Digital Assets in Your Estate Plan

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

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November 27, 2023
Is Mick Jagger Thinking about Estate Planning?
Estate Administration

Is Mick Jagger Thinking about Estate Planning?

Mick Jagger is getting candid about the Rolling Stones’ legacy.

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November 24, 2023
What’s the Latest with Lisa Marie Presley’s Estate?
Estate Administration

What’s the Latest with Lisa Marie Presley’s Estate?

Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.

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November 22, 2023
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