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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

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

What Kind of Trust Is Right for You?

Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.

Posted on: September 23, 2021

What Should Same-Sex Couples Know about Estate Planning?

Some people might assume that estate planning is only for the wealthy. However, the reality is that anyone can, and should, engage in estate planning, regardless of wealth. Although creating an estate plan for same-sex couples isn't totally different than for heterosexual couples, there are some considerations that are unique to same-sex couples.

Posted on: September 17, 2021

How Does Probate Work?

There is a general understanding that every adult should have a last will and testament. However, for most people, exactly how that will is used remains a mystery.

Posted on: September 15, 2021

What Not to Do when Creating an Estate Plan

Sometimes people attempt to make an estate plan online without consulting legal and financial professionals to avoid the higher cost. However, everyone’s situation is unique, and using a boilerplate estate plan can lead to mistakes.

Posted on: September 10, 2021