Latest Blog Posts

Three Keys to Protecting Yourself from a Rogue Executor

Posted on: October 31st, 2019
If you are a beneficiary under a loved one’s estate plan, you may be under the assumption that those assets will be distributed according to his or her wishes. Inheritance theft, however, is an underreported problem that can cost families dearly....

Guardian Planning

Posted on: October 30th, 2019
Importance of naming guardians in your last will and testament. Failure to name a guardian or have a last will can be detrimental to your family if something happens to you....

My Loved One Has Died - What Do I Do Now?

Posted on: October 29th, 2019
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think about is making phone calls or funeral arrangements. Some things do not need to be done immediately, but there are some steps that should be taken soon after the loss of your loved one. We hope the following guide will help facilitate this process during a stressful and emotional time....

Your Fall “Legal Affairs” Checklist

Posted on: October 25th, 2019
With the fall season here, it’s an excellent time to review your affairs....

Legal Paperwork Cheatsheet: A Guide to the Top 12 Must-Have Documents

Posted on: October 24th, 2019
Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become incapacitated...

Adopt-a-Dog Month - Love Them Today and Love Them Tomorrow with a Pet Trust

Posted on: October 22nd, 2019
Making arrangements for your pet in your will may not be the best option, because it leaves the fate of your pet in limbo while your estate is probated—a process that could take several months....

Do your parents have an estate plan?

Posted on: October 18th, 2019
Talking about the future with your parents -- including their estate matters, finances, and memorial wishes -- is one of the most important conversations you can have with them....

How to Manage Your Basis “Step Up”

Posted on: October 17th, 2019
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step up” in basis is the adjustment of the value of an appreciated asset - for tax purposes - upon inheritance. ​...

Planning for Your Automobile

Posted on: October 15th, 2019
Have you considered what will happen to your car when you pass away? In 2019, it is projected that there will be 281.3 million registered vehicles in the United States. Your car is a valuable asset—as well as a potential source of liability—that you should consider in your estate plan. ...

Which life events that require an immediate estate plan update?

Posted on: October 14th, 2019
Since your family’s needs and circumstances are constantly changing, so too must your estate plan....

How to Successfully Make a “Large” Gift to Your Children or Grandchildren

Posted on: October 11th, 2019
If you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences. ...

Did you or a loved one make any of these five critical estate planning mistakes?

Posted on: October 10th, 2019
Most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. ...

Should your child’s guardian and trustee be the same person?

Posted on: October 4th, 2019
Keep in mind that a guardian will provide day-to-day love, care, and support for your child. While the guardian you choose may be great with your children, he or she may not be great with money. ...

The Silent Threat to Your Estate Plan

Posted on: October 3rd, 2019
It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death....

Informal Probate Can’t Be As Bad As Formal Probate, Right?

Posted on: October 1st, 2019
For those not familiar with the term, probate refers to the legal process required to distribute the assets of the deceased. During the probate process, a representative is authorized to pay debts and distribute assets on behalf of the deceased. In probate, there are different routes: informal probate or formal probate....
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