Estate Planning Mistakes to Avoid
Many people make preventable estate planning mistakes that can leave their loved ones with legal complications, unexpected costs, and unnecessary stress.
Estate Law Blogs & News
Making the Right Beneficiary Designation
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Four Important Estate Plan Documents for Seniors
When it comes to death and disability, your will alone might not be enough.
When to Update an Estate Plan
Your estate plan should certainly be revised, if you have gotten married or divorced.
How Trusts Help Minimize Taxes on Your Estate
What will happen to your assets when you can no longer manage them?
How Does My Inherited IRA Fit into Estate Planning?
An inherited IRA can be a valuable asset, but it comes with specific tax rules and distribution requirements that impact estate planning.
What Is the Difference Between Wills and Trusts?
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
Why You Want an Estate Planning Attorney
Here are four types of estate situations that could call for professional legal help.
Legacy Planning: Secure Your Family’s Future
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
When Your Spouse Won’t See an Estate Planning Attorney
I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
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