The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. [Read More]
Beneficiary Designations and Other Non-Probate Transfers
Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. [Read More]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This fourth article in the series looks at testamentary capacity. [Read More]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at fraud. [Read More]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may bring your way. [Read More]
How Will You Age in Place and Be Able to Die at Home?
More and more, Americans are choosing to be cared for and are dying in their own homes. If you wish to be cared for and die in your own home, it’s especially important to have a plan in place to facilitate that choice. Read on to learn more. [Read More]
Is Cryptocurrency an Asset?
Most people have heard of cryptocurrency; however, only a small percentage of people actively own it and use it. If you are one of them, it is important to understand how your cryptocurrency fits int oy our estate plan. Given the unique characteristics of cryptocurrency, failing to identify and include it in your estate plan … [Read More]
Make Estate Planning the Focus of Your New Year’s Resolution
It’s almost that time again –time to make a New Year’s resolution. This year, why not make a resolution that protects you and your loved ones? Resolve to create an estate plan if you have yet to do so, or do a complete review and revision of your existing plan if you already have one. … [Read More]
Including Digital Assets May Require You to Update Your Estate Plan
For most people, a primary objective of estate planning is to ensure that their estate assets wind up in the right hands after they are gone. For that goal to be accomplished, however, you must make sure that you have included all your assets in your plan. In today’s electronic age, that means you need … [Read More]
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at “undue influence.” [Read More]
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