“Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.” Despite the hard lessons learned during the COVID pandemic, surveys repeatedly show most Americans still don’t have an estate plan in place. According to the article “Five benefits of estate planning” from The Aspen Times, a comprehensive estate plan […]
“It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.” When someone dies without having updated their estate plan for many years, the executors often face a difficult task of administering a disorganized and incomplete estate. At best, the executor needs additional time and […]
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“Although executing a will can seem overwhelming, when the document is signed, you can rest assured that you have given clear instructions to those who will have to handle your estate after your death.” The first two essential estate planning documents are the durable power of attorney for legal and financial matters, followed by a […]
“Trusts are excellent vehicles for probate avoidance, ease of transition of funds to one’s beneficiaries upon death, asset protection planning and estate tax planning.” It’s not always obvious which type of trust is the best for an individual, says a recent article titled “Which is Best for Me: A Revocable or Irrevocable Trust?” from Westchester […]
Important Questions to Ask When Investing in a Vacation Property According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes.[1] These homes are not only real estate that must be planned for, managed, and maintained, they are also […]
Questions You Should Ask Your Estate Planning Attorney Creating an estate plan is a personal and often emotional undertaking, making the selection of your estate planning attorney of the utmost importance. Here are some questions you should ask your estate planning attorney to determine if they are the right person for the job. Why […]
How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse, you must face the possibility that they could become your child’s ex-spouse. Should that day come, the money you […]
Right of Occupancy Trust: A Trust to Protect Your Home and Your Loved Ones Estate planning is about protecting you and your loved ones. Sometimes this can be a difficult endeavor when there is a loved one who may require additional support at your death. While you may want to give as much as possible […]
Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Points Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that […]
