Estate Administration
Should I have a Discretionary Trust in My Estate Plan?
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
April 19, 2022
Asset Protection
How Do You Pass Down a Vacation Home?
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
March 15, 2022
Asset Protection
How to File Tax Return When Mom Passes Away
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
March 11, 2022
Estate Administration
Does Your Will and Estate Planning Documents Need to Be Updated?
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
March 7, 2022
Charitable Planning
What was Stephen Sondheim Estate Plan?
Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.
March 4, 2022
Asset Protection
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
February 28, 2022
Estate Administration
How Do I Conduct an Estate Sale?
Preparing for an estate sale can be a difficult and emotionally challenging task.
February 24, 2022
Asset Protection
The Difference between Probate Assets and Non-Probate Assets
Non-probate assets are those assets which do not go into an estate when the owner dies.
February 21, 2022
Asset Protection
Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
February 15, 2022
Estate Administration
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
February 14, 2022