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Does Estate Administration Need to Be Supervised?

What is an unsupervised administration and why is it better than other types?

Posted on: June 29, 2022

Should I have a Pour-Over Will?

What is a pour-over will?

Posted on: June 28, 2022

What’s Involved in an Estate Inventory?

Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.

Posted on: June 27, 2022

Has the Pandemic Made People More Aware of Estate Planning?

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

Posted on: June 24, 2022

Why Is Beneficiary Designation Important?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

Posted on: June 23, 2022

Does a Supplemental Needs Trust have an Impact on Government Benefits?

For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.

Posted on: June 22, 2022

How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.

Posted on: June 21, 2022

What Exactly Is a Prenup?

Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.

Posted on: June 20, 2022

How to Find a Great Estate Planning Attorney

One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.

Posted on: June 16, 2022

How Do I Plan for Taxes after Death?

Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.

Posted on: June 15, 2022