Month: October 2019
Three Keys to Protecting Yourself from a Rogue Executor
Unfortunately, sometimes a death in the family can bring out the worst in people. Indeed, family resentments sometimes simmer during a time…
Your Fall “Legal Affairs” Checklist
With the fall season here, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets…
Legal Paperwork Cheatsheet: A Guide to the Top 12 Must-Have Documents
Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a…
Do your parents have an estate plan?
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously),…
How to Manage Your Basis “Step Up”
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis…
Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or…
The Silent Threat to Your Estate Plan
It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and…
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a…
Did you or a loved one make any of these five critical estate planning mistakes?
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it…
Should your child’s guardian and trustee be the same person?
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the…
