Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Estate Planning is critical for Blended Families
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
September 13, 2022
The Risks of Creating Your Own Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022
Key Documents Every College Kid Needs
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
August 31, 2022
Grounds for Contesting a Will
Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.
August 18, 2022
Even Young Adults Need a Will
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
August 16, 2022
Mistakes to Avoid with Beneficiary Designations
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
August 11, 2022
Are Testamentary Trusts a Good Idea?
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
August 10, 2022
Estate planning is vital for Unmarried Couples
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
July 19, 2022
How to Manage Investments when Someone Dies
What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
July 13, 2022