Avoid Estate Planning Mistakes
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
Estate Law Blogs & News
What Does Tenancy by the Entirety Mean?
Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that’s used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse’s death.
Benefits Of Having A Will
A will itself is a legal document that describes the process of splitting up one’s personal property and possessions among family and loved ones.
What are Trustee Fees?
When creating an estate plan, it may be necessary to name a trustee to handle your assets.
How to Choose a Trustee
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Can There Be Unequal Distributions in an Estate Plan?
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
How Important Is Estate Planning in the Pandemic?
Planning for unfortunate events is particularly critical in the era of Covid-19.
How to Protect Your Estate from Unintended Heirs
What happens when a decedent’s will or trust does not provide for a decedent’s child?
Locking in Unused Federal Estate Tax Exemption
If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
How 401(K) Beneficiaries Work with Your Estate Plan
To ensure your estate is settled in the way you want, it’s wise to do a bit of extra planning to keep your documents up to date.
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