In this post, we will provide four questions for you to think about. When you come up with the answers, you will have a better idea of what your estate plan will look like when you take action. Are estate taxes going to be a concern? Most of the tax laws are favorable when it … [Read More]
Have You Considered Your Final Arrangements?
A well-constructed estate plan will be holistic in nature. You make sure that each and every one of your loved ones will receive their inheritances in the best possible manner, and you attend to other details. One of these details is the matter of your final arrangements, and you can ease the burden on your … [Read More]
A Beginner’s Guide to Living Trust Administration
A living trust is the ideal alternative to a simple will for people that value efficient administration and heightened control capabilities. In this post, we will share some basic information about living trust administration so you understand the benefits. Probate Avoidance One major living trust advantage is the avoidance of seminar page, and when you … [Read More]
2021 Estate Planning Survey Yields Mixed Results
As estate planning attorneys, we encourage people to take the correct actions to protect their loved ones. With this in mind, we are very interested in surveys that are conducted to gauge the estate planning preparedness of American adults. Caring.com has been compiling statistics on an annual basis. They have released their findings for 2021, … [Read More]
You Need These Five Estate Planning Documents
Estate planning can seem like a mysterious and complicated matter, but it can be broken down to its component parts. In this post, we will look at five essential documents that should be part of every estate plan. Will or Trust The facilitation of asset transfers is at the core of the estate planning process. … [Read More]
Be Discerning When You Choose an Executor or Trustee
Estate planning should be viewed from a holistic perspective. Yes, you have to state your wishes with regard to asset transfers in a will or trust, but that’s just half of the equation. You should also give the estate administration process careful consideration, and we will provide some food for thought in this post. Will … [Read More]
Can a No-Contest Clause Really Prevent an Estate Contest?
When you are making inheritance planning decisions, you may come to the realization that someone in the family may not be happy with your choices. Under these circumstances, the individual in question may decide that they want to contest the terms of the will or trust. There is a legal step you can take to … [Read More]
Don’t Buy Into These Estate Planning Myths
There is an exercise that is often used during group training sessions. The facilitator hands someone a story written on a slip of paper, and it is passed along via confidential whispers person to person. When everyone has been informed, the last person to hear the news is asked to tell everyone what they were … [Read More]
Five Reasons You Need a Lawyer to Plan Your Estate
The majority of American adults are going through life without estate plans, even though most people that reply to surveys say that planning is important. Since there is so much procrastination, there is a temptation to create your own estate plan to get it out of the way. This makes sense on the surface, and … [Read More]
What Happens If You Pass Without a Will?
Unfortunately, the vast majority of American adults are unprepared from an estate planning perspective. You would expect younger people to be remiss, but they are not alone. Just under 50 percent of older folks that are 55 years of age and older have wills or trusts. If you pass away without a will or a … [Read More]
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