Tag: Estate Planning Lawyer

We Want to Draft Your Legacy

Where Do You Score on Estate Planning Checklist?

October 15, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
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Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”

October 14, 2021
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
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What are the Worst Things to Leave in My Estate?

October 12, 2021
If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
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What are the Key Documents in an Estate Plan?

October 6, 2021
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.
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What’s a Pot Trust?

September 28, 2021
A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.
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How Do I Sell a Home in an Irrevocable Trust?

September 9, 2021
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
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Court Upholds Kelly Clarkson’s Prenup

September 9, 2021
Kelly Clarkson had reason to celebrate on Wednesday after learning that a judge has upheld the prenuptial agreement in her bitter divorce battle with ex-husband Brandon Blackstock.
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What Exactly Is a Trust?

September 1, 2021
A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you're trying to shield your wealth from taxes or pass it on to your children.
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Last Wills Part of a New Comedy Series Online

August 31, 2021
In her role as Philadelphia Register of Wills, Tracey Gordon has often heard people say they don’t want to discuss wills and estate planning with their relatives because they’ll think they’re out to get them, like it’s some elaborate and sinister plot torn straight from a Hollywood movie.
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How Do I Avoid Estate Planning Mistake with a Blended Family?

August 24, 2021
A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions when you pass on.
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Welch Law, PLLC

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Jupiter, FL 33458

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