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What Should Not Be Included in Trust?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.

Posted on: February 17, 2022

What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

Posted on: February 14, 2022

What’s the Difference between Probate Assets and Non-Probate Assets?

Non-probate assets are those assets which do not go into an estate when the owner dies.

Posted on: February 11, 2022

Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it's prudent to ensure this asset is passed to the people you wish to leave it to.

Posted on: February 2, 2022

When Do I Need to Review My Will?

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

Posted on: February 1, 2022

What are Biggest Blunders in Wealth Transfer?

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

Posted on: January 27, 2022

What Is Considered an Asset in an Estate?

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

Posted on: January 26, 2022

What Power Does an Executor Have?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.

Posted on: January 24, 2022

What Estate Planning Documents Should Everyone Have?

This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.

Posted on: January 20, 2022

Why Do I Need an Estate Planning Attorney?

These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.

Posted on: January 14, 2022