Probate

An Estate Planning Checklist to Facilitate Wealth Transfer

Posted on: August 18th, 2017
You need to educate and update your heirs about your wealth transfer goals and the plan you have put in place to achieve these goals. ...

How to Minimize Legal Fees After Death

Posted on: July 14th, 2017
Careful planning can minimize the legal fees your loved ones will pay after you die. ...

Does Your Revocable Living Trust Reduce Your Estate Tax Bill?

Posted on: June 26th, 2017
What if you name both individuals and charities as beneficiaries of your trust after you die? The portion of the trust property passing to the individual beneficiaries will be subject to estate taxes and the portion passing to the charities will be distributed free from estate taxes....

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Posted on: May 15th, 2017
While Trusts commonly provide asset protection for beneficiaries - few Trusts protect assets owned by the person who created the Trust. ...

Should I Write My Own Will?

Posted on: April 24th, 2017
Legally, you have the right to draft your own documents; however, that doesn't mean you have the right to have them actually work....

Why does probate take so long?

Posted on: April 10th, 2017
Many people fail to create an estate plan, so probate is required. Frustratingly, probate can drag on for months - or even years. ...

What assets require probate?

Posted on: March 17th, 2017
Many believe because they took the time to create a Trust, their estate will automatically avoid probate. Unfortunately, this is a false sense of security....

Posted on: February 16th, 2017
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Why You Need To Review Your Estate Plan

Posted on: February 9th, 2017
Every state has laws for distributing the property of someone who dies without an estate plan—but not very many people would be pleased with the results....

Living Probate

Posted on: January 26th, 2017
With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled for some time before we die and may need long-term care....

Beneficiary designations

Posted on: January 12th, 2017
Many people use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named....
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