Asset Protection
Estate Planning Checklist to Keep You Focused
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
July 5, 2024
Estate Planning
What Happens When Executors Keep Beneficiaries in the Dark?
Is it unusual that named beneficiaries would not be given copies of or, at the very least, be allowed to view the will?
July 4, 2024
Asset Protection
Estate Planning and Your Second Home: What Should You Know?
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
July 1, 2024
Estate Planning
Unlocking the Potential of Small Estate Probate
This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.
June 18, 2024
Estate Planning
Pros and Cons of Probate in Estate Planning
The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.
June 6, 2024
Estate Planning
What are the Disadvantages of Dying without a Will?
People who die without a will can leave a thicket of probate problems for loved ones.
May 24, 2024
Estate Planning
Unraveling the Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew
Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
May 6, 2024
Elder Law
Estate Planning Strategies to Care for Aging Parents
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.
May 1, 2024
Estate Planning
How Can You Prevent Legal Issues?
Tax laws, property laws, contract laws, wills and trust laws, all change over time, and it’s likely that some of the changes will apply to you.
April 26, 2024
Estate Planning
Would Your Family Benefit from a Living Trust?
Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
April 19, 2024