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The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Estate Law Blogs & News
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.
Do Estate Planning before Golden Age Ends
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
What Do I Need to Know about Estate Planning?
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
Your Will and Estate Plan Checklist
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
How to Simplify Estate Planning
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
How to Avoid Basic Estate Planning Miscues
In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.
Tackling Estate Plan Quarter by Quarter
Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.
How Do I Address Digital Assets in Estate Planning?
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
What Does the Executor of an Estate Do?
If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.
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