What are Big Mistakes to Avoid in Estate Planning?
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
Estate Law Blogs & News
What’s Involved with Being a Trustee?
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
What Is A Power of Attorney?
Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
What are the Advantages of a Business Trust?
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
What Happens If My Partner Dies and We’re Not Married?
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
What Is the Best Asset Protection?
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
What Is a TOD Beneficiary?
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Common Mistakes Made with a Living Trust!
Of course, just because you have a living trust doesn’t mean you’re all set. Here are a few of the most common mistakes people make with their living trusts.
When Should I Revise My Will?
Even if you’ve already drawn up a will, if you’re in one of these situations, it’s a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.
Estate Planning Tips for Solo Seniors
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
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