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What are Biggest Estate Planning Mistakes?

Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.

Posted on: April 4, 2022

Is It Important for Physicians to Have an Estate Plan?

Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.

Posted on: April 1, 2022

What are My Responsibilities if I’m Named an Executor?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.

Posted on: March 30, 2022

How Do I Talk to My Parents About Estate Planning?

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.

Posted on: March 28, 2022

Are Millennials Estate Planning?

As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.

Posted on: March 14, 2022

Can You Set Up a Trust After Death?

In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.

Posted on: March 8, 2022

Do I Need an Attorney for Probate?

A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.

Posted on: March 7, 2022