June 20, 2022 •
Estate Planning 
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
Read MoreJune 17, 2022 •
Estate Planning 
One of the most important decisions you’ll have to make when creating an estate plan is which estate planning attorney to work with.
Read MoreJune 16, 2022 •
Estate Planning 
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
Read MoreJune 15, 2022 •
Estate Planning 
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
Read MoreJune 14, 2022 •
Estate Planning 
Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.
Read MoreJune 13, 2022 •
Estate Planning 
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
Read MoreJune 10, 2022 •
Estate Planning 
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their house, or perhaps they wanted you to inherit a specific item.
Read MoreJune 9, 2022 •
Estate Planning 
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
Read MoreJune 8, 2022 •
Estate Planning 
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreJune 7, 2022 •
Estate Planning 
Some estate planning problems can be avoided by proper planning, others by good practices during the estate administration process.
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