How To Create an Online Estate Plan
Physical separation is essential to stop this virus, as you probably already know. Find out how we can help you complete your estate plan without having to leave the comfort of your home. Traditionally, significant legal documents had to be signed in person in most states. As a result, we have
What Is the State of Your Financial Information?
Organizing and preparing your financial information for the day when you are no longer able to do so will bring peace of mind to you today and relieve the burden on your loved ones in the future. A responsibly managed financial situation and a preserved legacy will ensure your financial
The Best Way to Deal with Unwanted Timeshare Interest
During the time with Mom and Dad's purchase of a holiday timeshare, the resort agent recommended that they save the deed and leave it to their children so that when the parents passed, their children would be able to enjoy the property. When it was first proposed, it seemed like
7 Dangerous Reasons for Delaying Estate Planning
Neither my family nor I own much. Can't we delay planning until we're financially secure? No, you shouldn't. It is vital that you designate someone as your legal guardian in the event of your death. There is nothing worse than having your children become wards of the court or being
Estate Planning Changes and the Build Back Better Act
As the House Ways and Means Committee approves the bill's tax provisions, President Biden's Build Back Better Act (BBBA) has taken a significant first step towards passage. With the draft proposal as it stands, high net worth individuals may not be able to use estate planning strategies to shelter assets
A Blended Family’s Estate Plan
An inheritance in a blended family can cause hurt feelings and inequitable distributions, as well as result in lengthy, costly litigation. While you cannot legislate from the grave, you can carefully plan your estate so as to minimize any conflict between biological and stepchildren. Making sure your assets will pass
RESOLVED: Get Your Estate Plan in Order
The first new year's resolution you need to keep is to visit your friendly elder-law attorney, who can guide you through the estate planning process. Sadly, the pandemic is not over yet. It's important to prepare your papers in advance in case you become ill and cannot speak for yourself.
Surviving Spouses’ Estate Planning
It's hard to consider more than just your grief after losing a spouse or long-term partner. There are, however, several important and timely decisions you need to make regarding your finances and personal estate planning. As marriages, divorces, and children and grandchildren are born, changing circumstances impact estate planning. Making
The Powers and Limitations of a Will
A will specifies who will receive your property after your death and is an essential part of a comprehensive estate plan. When you die without an estate plan (intestate), the state will distribute your assets and property according to state law and possibly against your wishes. Having a will allows
Trusts For Life Insurance and Wealth Management
As the federal estate tax exemption allowance could be lowered, you may want to rethink the way you plan to pass generational wealth to your heirs. The Senate Democrats are proposing to reduce the current estate tax exemption from $11.7 million to $3.5 million for individuals and $23.4 million to