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What Should Not Be Included in Trust?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.

Posted on: February 17, 2022

What Assets Should Be Considered when Planning Estate?

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.

Posted on: February 16, 2022

Write a Letter of Instruction for Loved Ones

Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.

Posted on: February 15, 2022

What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

Posted on: February 14, 2022

What’s the Difference between Probate Assets and Non-Probate Assets?

Non-probate assets are those assets which do not go into an estate when the owner dies.

Posted on: February 11, 2022

Can You Keep Your Children from Inheriting Your Money?

I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?

Posted on: February 10, 2022

What are the Most Common Estate Planning Mistakes?

With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.

Posted on: February 10, 2022

What Is the HEMS Standard?

The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.

Posted on: February 8, 2022

What Is Elder Law?

Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.

Posted on: February 7, 2022

Will Moving to a New State Impact My Estate Planning?

However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.

Posted on: February 4, 2022