If I Buy a House, Should I have an Estate Plan?
Buying a home is one of the most common triggers for creating an estate plan.
Estate Law Blogs & News
Estate Planning Matters for Singles
If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
What Happens If an Unmarried Partner Dies?
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
How Do Special Needs Trusts Work?
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
Why Is Estate Planning So Important?
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
What are Top ‘To-Dos’ in Estate Planning?
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
Do Unrecorded Deeds Help or Hurt Estate Planning?
While discussing estate planning with my parents, they told me that an attorney prepared a deed for them but told them not to record it yet.
Short-Cuts to Estate Planning Can Be Costly
Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.
When Should an Estate Plan Be Reviewed?
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Do I Need an Estate Plan If I’m Single?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
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