When you evaluate your responsibilities as an adult it is only natural that you would prioritize matters that seem to be more immediately relevant and place those “that can wait” onto the back burner. The problem with this line of thinking is the fact that you really can’t say with any certainty exactly what it … [Read More]
Getting Started On Your Estate Plan
When you decide to take on a big task involving something that is new to you it can be difficult to get started because you are entering the realm of the unknown, and for most people estate planning fits this description. But it is said that the proverbial journey of 1000 miles begins with a … [Read More]
Estate Tax & Grantor Retained Annuity Trusts
It is important to retain the services of an experienced estate planning attorney rather than going the DIY route or engaging the services of a general practicioner because it takes time and focus to understand the best way to position certain types of assets. Each estate is different and every family is unique, and a … [Read More]
Consider Writing Your Memoirs
The financial aspects of estate planning are self-evident, but when you are taking stock of the broader part of your legacy you may feel as though you would like to leave behind something more. We have all had the experience of providing guidance or advice to family members who have come to us with problems … [Read More]
Inheritance Planning & Asset Protection
Asset protection is an important consideration when you’re engaged in the process of inheritance planning. In this context we are talking about asset protection as it pertains to the people who will be receiving inheritances from you. Asset protection involves taking steps to make it impossible for claimants to pursue funds that you want to … [Read More]
The Whys Of Probate Avoidance
One of the terms that you will hear mentioned a lot when you begin to look into the subject of estate planning is “probate.” Probate is the legal process that your estate must pass through, and during this interim the validity of the will is determined by the probate or surrogate court. If the will … [Read More]
Trusts, Pour-Over Wills, & Your Estate
One of the reasons why it is important to retain the services of an experienced estate planning attorney when you get serious about planning for the future is because of the fact that the typical layperson would have no reason to have an understanding of all the different vehicles of asset transfer that are available. … [Read More]
Springing Powers Of Attorney
Many people who visit an estate planning attorney to make preparations for the distribution of assets to their loved ones after death also want to develop a comprehensive end-of-life plan. It is not a subject that most individuals are very anxious to think about, but few of us pass away peacefully in our sleep one … [Read More]
A QPRT Can Keep The House In The Family
When you are planning your estate you may find that like many people, your home is the single biggest asset that you have. Home ownership has long been the key to wealth building in the United States, and your house may well have appreciated quite a bit since you first purchased it three or four … [Read More]
A Look At Special Needs Planning
When you are engaged in estate planning you have to consider the optimization of your assets as you plan for their ultimate transfer to your loved ones. This is familiar territory for most people because this type of activity resembles the financial planning that you have engaged in all of your life. However, in addition … [Read More]
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