Estate Administration
Estate Planning Matters for Singles
If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
July 15, 2021
Advanced Directives
What Is a Fiduciary and Why Is It Important?
One of the most important decisions you will ever make is choosing a fiduciary.
July 14, 2021
Asset Protection
Short-Cuts in Estate Planning, Costly Consequences
Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.
June 28, 2021
Estate Administration
Do You Have to Do Probate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
June 25, 2021
Estate Administration
How to Simplify Estate Planning
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
June 24, 2021
Asset Protection
What Do I Need to Know about Estate Planning?
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
June 21, 2021
Estate Administration
What Does the Executor Do?
If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.
June 17, 2021
Estate Administration
Will a QTIP Trust Work for a Blended Family?
A popular technique is to use a qualified terminable interest property (QTIP) trust.
June 16, 2021
Estate Administration
How to Avoid Basic Estate Planning Miscues
In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.
June 15, 2021
Estate Administration
Should You Get Medical Power of Attorney?
Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.
June 7, 2021