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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

What Should I Know about a Living Trust?

A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.

Posted on: December 21, 2020

Is Probate Required If There Is a Surviving Spouse?

A common misconception is that you do not have to probate a will when your spouse dies.

Posted on: December 16, 2020

a beautiful white house with blue rooftop and lush garden

Is Transferring House to Children a Good Idea?

Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.

Posted on: December 9, 2020

Do I Really Need a Will?

There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than enough to keep you busy, it’s easy to forget about your will. After all, no one wants to sit around and dwell on their death, but it is perhaps one of the most important decisions you will make in your life.

Posted on: December 8, 2020

How Do Joint Accounts and Beneficiary Designations Work in Estate Planning?

Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.

Posted on: November 26, 2020