Divorce, Death and Details: Missteps can Create Estate Planning Disasters
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Estate Law Blogs & News
Should You Gift Stocks as Part of Your Estate Plan?
Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it’s a gift that can add value to their lives long after most other gifts have been forgotten.
Every Adult Needs a Will and a Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
Control of Assets a Key Issue in Deciding on a Trust
Avoiding probate usually is the main appeal for living trusts. Trusts also can provide a gentler transition, if the grantor becomes incapacitated.
Ex-Girlfriend Could Own Your Family Home
My friend prepared his will and specified that his house would go to his girlfriend. She had contributed money to the upkeep, while they were together.
What Kind of Estate Plan Do I Need?
The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.
Trusts Make Sense Even When You Aren’t a Billionaire
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Do We Need An Estate Plan?
Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
Protect Your Estate from Nursing Home Costs
No one wants a nursing home but the longer we live, the higher the chance we may need a nursing home at the end of life.
Why Is a Trust Smart Estate Planning for a Farm?
Depending on your family situation and the value of your estate, forming a trust can be an important addition to your farm transition plan.
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