Tag: Will

We Want to Draft Your Legacy

What’s the Difference between a Conservatorship and a Guardianship?

September 13, 2021
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
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Does Your Estate Have to Go Through Probate?

August 26, 2021
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
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How Do I Address an Estranged Child in My Estate Planning?

August 25, 2021
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
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Does a Beneficiary on a Bank Account Override a Will?

August 12, 2021
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
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How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 5, 2021
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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What Happens If You Inherit a House with a Mortgage?

August 2, 2021
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
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Why Would I Need a Will or a Trust?

July 26, 2021
Should I terminate these trusts and just have my children as beneficiaries of my investment accounts and life insurance?
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What’s the Right Age to Start Estate Planning?

July 5, 2021
It may seem like a grim way to spend your free time, but planning your estate when you are young can actually give you the peace of mind you will need to enjoy your golden years in the future.
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Your Will and Estate Planning Checklist

June 7, 2021
Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
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What is not Covered by a Will?

May 12, 2021
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
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