Only leave Assets to Minor through a Trust
You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
July 12, 2023
SNT can be a Vital Tool for Families
If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires.
July 5, 2023
Review Beneficiary Designations after Life Changes
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!
June 29, 2023
What is the Purpose of a Blind Trust?
Trusts can be used to hold assets for a beneficiary, and you may hear about them when carrying out estate planning or evaluating strategies to pass investments to heirs.
June 27, 2023
You need to make a Plan for Digital Assets
Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
June 14, 2023
Name a Successor Executor to avoid Problems
When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?
June 12, 2023
You Need to File an Estate Tax Return
The estate tax is a one-time tax due nine months after someone dies, if their assets reach a certain threshold.
June 5, 2023
Unmarried Couples must have Estate Planning Documents
It is very important for unmarried couples to execute estate planning documents to make their wishes clear concerning the rights and responsibilities of their significant other.
June 1, 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
The Estate of The Union Season 2|Episode 8 is out now!
The Estate of The Union Season 2|Episode 8 is out now! Homelessness is not going away. How we manage it can be frustrating and sometimes
May 25, 2023