Who Can Be Witnesses To A Will?
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
Estate Law Blogs & News
How do I Settle an Estate if I’m Named Executor?
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
Wealthy Women Face Challenges in Estate Planning
Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
It Is Important to have a Digital Estate Plan
What happens to all your digital accounts, services and property after you die? The official name for all these is a Digital Estate Plan. With the lines increasingly blurred between our on-and off-line lives, it’s more important than ever to have a plan for your digital holdings.
What to Do First when Spouse Passes Away
After a loved one dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
What Happens If A Revocable Trust Isn’t Funded
Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
What Estate Planning Documents Should Retirees Have?
Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
Should You Update Your Estate Plan When You Move?
State-by-state differences in matters around taxes, inheritance, marital property and more make a thorough review imperative.
How Does a Trust Work for a Farm Family?
The trust is a very useful and flexible tool for estate planning, yet it is probably the most underused estate management technique. A trust is an artificial entity, something like a corporation, created by a document or instrument.
Your Estate Planning Checklist for 2021
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
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