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Learn about Estate Planning in Your New State

When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.

Posted on: October 8, 2021

What are Biggest Mistakes in Estate Planning?

As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.

Posted on: October 7, 2021

How Does Probate Work?

A probate judge is an official of the county court system and a judicial official of the state, who decides civil court cases that involve the probate process.

Posted on: October 6, 2021

Can You Make Heirs Behave from the Grave?

There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.

Posted on: October 5, 2021

What are the Key Documents in Estate Planning?

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.

Posted on: October 4, 2021

Choose Wisely and Protect Yourself When Naming a Power of Attorney

Children may have moved away or lost touch. Old contacts may have died or become disabled. You cannot trust everyone and criminal cases based on misuse of a power of attorney do exist.

Posted on: September 30, 2021

Can You Have Bitcoin in IRA?

The cryptocurrency market climbed to more than $2 trillion over the weekend. Investors who want to get in on those gains may want to add those assets to their IRA.

Posted on: September 29, 2021

How to Protect an Estate from a Rotten Son-in-Law

Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.

Posted on: September 28, 2021

No Kids? What Happens to My Estate?

So, what happens to your estate if you don’t have a will nor any children?

Posted on: September 28, 2021

Do I Need to Update My Estate Plan?

Even though it is critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new parent wants to draft a will, while finalizing a nursery paint color?

Posted on: September 24, 2021