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Fixing an Estate Plan Mistake

Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. For example, a trust may have become outdated because of changes in tax laws, the birth or death of family members, or special circumstances like an heir’s disability.

Posted on: February 17, 2020

When Do I Need an Elder Law Attorney?

Elder law issues can be complex. One wrong word or move can mean the difference between a good result and disaster should you become incapacitated or if other unexpected issues should occur in your senior years. An elder law attorney can help you plan for what will happen, if you should become mentally or physically incapable of taking care of yourself and your own personal business matters.

Posted on: February 14, 2020

What’s the Best Thing to Do with an Inherited Investment?

Receiving an inheritance can be a double-edged sword. On the one hand, it's overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family.

Posted on: February 10, 2020

How Do I Incorporate My Business into My Estate Planning?

Running and owning a business is just like raising a child: Both are investments in the future, and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you'd treat a child; you'd want it to succeed even after you've passed on or retired.

Posted on: January 30, 2020

Business Owners Should Start End-Game Planning Now

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.

Posted on: January 27, 2020

What Should I Know About Being an Executor?

Being named in someone’s will as the executor–the person to handle and settle up estate matters–sounds like a great honor.

Posted on: January 17, 2020

How Did Alzheimer’s Impact the Estate Planning of These Famous People?

In honor of Alzheimer’s Awareness Month - and the more than five million Americans living with the disease - we highlight our Top 7 Celebrity Estates impacted by Alzheimer’s disease…

Posted on: January 9, 2020

What Should I Keep in Mind, When I Remarry?

When you remarry, you're not only combining residences with your new spouse, you're also merging your finances. If you have children, it may involve some financial-related stress. For instance, you might need to factor in child support payments or consider whether your new marriage will impact your children's inheritance.

Posted on: December 12, 2019

What Are the Rules About an Inheritance Received During Marriage?

An issue that frequently arises is the treatment of an inheritance received by a spouse during the marriage. The basic rule is that any property received via gift or inheritance during the marriage is exempt from equitable distribution.

Posted on: November 25, 2019

What are the Biggest Estate Planning Errors to Avoid?

It is estimated that more than 50 percent of all Americans don’t have a will, and in our Future File business, we have estimated that less than 10 percent of the U.S. population has a complete legacy and wishes planning system.

Posted on: November 15, 2019

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