How Do I Plan for a Loved One with Special Needs?
It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.
Estate Law Blogs & News
Do You Know Your Job as Executor, Agent or Trustee?
Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.
Always Submit a Change of Beneficiary Form!
The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
Advice If You are Named Executor of a Family Estate
After a loved one passes, one of the biggest hurdles that families face, is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
The Biggest Estate Planning Mistakes!
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
How Do You Stop Family Fights Over an Estate?
After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
How Does Probate affect Real Estate Transactions?
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
Do I Really Need a Will?
There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than enough to keep you busy, it’s easy to forget about your will. After all, no one wants to sit around and dwell on their death, but it is perhaps one of the most important decisions you will make in your life.
Is Transferring a Home to Children a Good Idea?
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
What Does Legacy Planning Mean?
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
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