Avoid Pitfalls when Transferring Property to Heirs
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
August 21, 2023
Irrevocable Funeral Trust helps Families with expenses
An irrevocable funeral trust is a way of setting money aside to pay for your funeral and burial expenses.
August 14, 2023
Estate Tax Exemptions available for Married Couples
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple’s children and grandchildren, are supported financially.
August 1, 2023
Be cautious using Portability in a Second Marriage Estate Plan
The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
July 19, 2023
Dying Intestate can leave Family financially Crushed
If you die intestate, this means that you died without a valid will in place.
July 11, 2023
Who is Authorized to Amend a Trust?
The conditions for amending a trust, including who has the authority, is usually set out in the document.
June 7, 2023
Lack of Will can be Devastating for families
Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.
June 6, 2023
Intricacies to Consider when using a SLAT
Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.
May 30, 2023
Protecting Assets in a Second Marriage can be a challenge
Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
May 23, 2023
Paper Documents You will always Need in your Planning
The word ‘paperwork’ has become an anachronism; most legal and business documents today are created, signed and stored digitally. However, a few actual pieces of paper remain vitally important to keep.
May 17, 2023