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Don’t Ask Heirs to Guess What You Wanted—Have an Estate Plan

Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate.

Posted on: November 14, 2019

Steps to Take as a Parent’s Condition Takes a Turn

My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?

Posted on: November 6, 2019

How Do I Calculate My Executor’s Fee?

My parents died five months apart. I am the executor. How is the executor fee calculated fairly?

Posted on: November 4, 2019

How Can Beneficiary Designations Wreck My Estate Plan?

Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure that your beneficiary designations are consistent with the rest of your estate plan.

Posted on: October 31, 2019

Americans Still Aren’t Planning for The After Life

Seventy-seven percent of respondents in a recent survey said estate and legacy strategies were important for everyone, not just wealthy individuals, yet only 24% said they had taken the basic step of designating beneficiaries for all of their accounts.

Posted on: October 14, 2019

What is the significance of a Pour-Over Will?

When you create a living trust, you also sign a pour-over will. One of the main benefits of a trust is avoiding a court proceeding on death called probate, which is when wills are used.

Posted on: October 10, 2019

Do It Yourself Estate Planning Leads to Bad Outcomes

Thanks to the Internet, everyone has the ability to draft wills, trusts and a variety of other legal documents. Many documents can be produced for less than $100, requiring only a few mouse clicks and filled-in blanks.

Posted on: October 3, 2019

What Are The Essential Estate Planning Documents?

The transition to retirement means different things to different people, as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt–everything from fear, stress and anxiety to the sheer excitement of being able to fulfill lifelong dreams.

Posted on: September 25, 2019

Don’t Forget to Update Your Estate Plan

Are you the type of person who signs their will, sticks it in a drawer and never looks at it again? Or are you constantly updating and making small changes to your will, based on which one of your grandchildren has fallen out of favor?

Posted on: September 25, 2019

Can I Keep a Loved One’s Inheritance From Their Spouse?

I plan to leave most of my estate to my niece, but I do not want her estranged husband to be able to get his hands on any of the money. They are not getting divorced ‘because of the child.’ What is the most economical way to do this? They live in Missouri and may be moving to South Carolina. I am a New Jersey resident.

Posted on: September 17, 2019

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