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How Can Blended Families Use Estate Planning to Protect All of the Siblings?

No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.

Posted on: January 12, 2021

What Kind of Estate Planning Mistakes Do People Make?

Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.

Posted on: January 11, 2021

How Much Should We Tell the Children about the Estate Plan?

Even those with thorough estate plans might have neglected to discuss details with potential heirs.

Posted on: January 8, 2021

Will I Get A Bill as My Inheritance?

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.

Posted on: January 7, 2021

How Can Estate Planning Address the Troubled Child?

Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.

Posted on: January 6, 2021

What Do I Need to Know about Creating a Will?

Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.

Posted on: January 5, 2021

Is the Pandemic Motivating People to Do Estate Planning?

Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.

Posted on: January 4, 2021

What Kind of Estate Planning Do I Need During the Pandemic?

The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.

Posted on: January 1, 2021

How to Use Joint Accounts and Beneficiary Designations

We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.

Posted on: December 31, 2020

Trusts Make Sense Even When You Aren’t a Billionaire

Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.

Posted on: December 30, 2020