Steps to Take for End-of-Life Planning
It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.
February 23, 2023
You Need a Digital Estate Plan
For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true.
February 21, 2023
The Estate of The Union Season 2|Episode 6 is out now!
The Estate of The Union Season 2|Episode 6 is out now! In the latest episode of Estate of the Union, Brad Wiewel is joined by
February 15, 2023
Benefits of Creating a Life Estate
Once you create a life estate, property rights vest in your heir.
February 14, 2023
Ideas to improve Business Succession Planning
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 9, 2023
Which Bills are Paid by Estate and which by Beneficiaries?
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
January 24, 2023
Digital Assets need to be Included in Planning
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
January 11, 2023
Preparing an Estate Inventory is Critical
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 9, 2023
Avoid Leaving Residual Assets Behind
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
January 4, 2023
Young Professionals Need Estate Planning
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
December 28, 2022