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
Becoming an Executor should be considered Carefully
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
July 12, 2022
Deciding where to Store your Documents is Critical
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
July 5, 2022
Firearms can be included in your Estate Plan
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
June 27, 2022
Tips to avoid a Contested Will
Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
June 22, 2022
The Estate of The Union Season 2, Episode 2 – The Consumer’s Guide to Dying is out now!
The Estate of The Union Season 2, Episode 2 – The Consumer’s Guide to Dying is out now! Dealing with a funeral home after the death
June 21, 2022
Choosing the right Executor is Crucial
When you draft your will, you should name an executor.
June 16, 2022
Dying without a Will is costly
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
June 7, 2022