Latest Blog Posts By Category
- Inherited Retirement Accounts 101
A large percentage of American workers have a retirement account of some sort, whether it’s an IRA or a 401(k), therefore, it’s important to know how to properly plan for these assets in ...
- Shielding Your Assets From Lawsuits
In our litigious society, we are all vulnerable to being sued, especially those with significant assets. If you happen to work in a field where lawsuits are commonplace, for example, you’re a ...
- Can I Disinherit My Child?
Can you disinherit your child? A parent can disinherit their children in all states, except Louisiana – but only under limited circumstances. In Louisiana, you can’t disinherit a child who ...
- Can a Church Be a Beneficiary of an IRA?
If you will have money left over in your individual retirement account when you pass, then it’s up to you to decide who is to receive those funds after your death. Can you leave your IRA to your ...
- What Occurs When One Heir in a Will Dies?
When a person engages in estate planning, they typically identify which people they want to receive their property through their will. However, on occasion a beneficiary named in a will dies before ...
- Inheritance Rights of Stepchildren
With the divorce rate in the United States averaging around 50 percent, it’s understandable why we have millions of blended families. Since there are so many complicated family situations, a lot ...
- For the Blended Family, Estate Planning is Tricky
Are you divorced, remarried, or widowed? If so, estate planning will be extra tricky. If you’re one of the millions of Americans who are in a blended family situation, you will simply have more ...
- Estate Planning for Your Blended Family
About half of all first marriages end in divorce. With that in mind, there is a strong probability that you are a stepparent, your spouse is, or your ex has remarried and your son or daughter is in a ...
- Planning for Mental Disability
According to the National Institute on Aging (NIH), the spike in the average life expectancy in the 20th century is one of the greatest achievements of modern society. Though most of the babies that ...
- An Overview of Conservatorships
With advances in modern medicine, America's elderly population is living longer than ever before. With seniors living into their 70s, 80s and beyond, we are seeing a greater need for ...
- Estate Planning After a Grey Divorce
Divorce is difficult, whether you’ve been married for 5 years or 25, but it’s especially hard on couples who have been married for decades, who spent years putting money into savings, ...
- Estate Planning for Your Blended Family
About half of all first marriages end in divorce. With that in mind, there is a strong probability that you are a stepparent, your spouse is, or your ex has remarried and your son or daughter is in a ...
- Changing Beneficiaries After a Divorce
If you're filing for divorce, estate planning is probably the last thing on your mind. However, once your divorce is finalized, you need to update your estate planning documents. If you don't, ...
- Why We Put Off Estate Planning
In April of 2016, Prince died without a will, meaning Prince died “intestate.” Considering the size of Prince’s estate, it could take years to sort out. The fact that Prince died ...
- Can I Disinherit My Child?
Can you disinherit your child? A parent can disinherit their children in all states, except Louisiana – but only under limited circumstances. In Louisiana, you can’t disinherit a child who ...
- Fiduciary Duties of Estate Representatives
If you have been appointed as an executor or an administrator of an estate, in the eyes of the law you are what is called a fiduciary. A fiduciary is an individual whom another has placed a great deal ...
- Why You May Want a Living Trust
The majority of Americans understand the reasons why they need a will. After all, most adults are very familiar with wills, but less people understand living trusts. Often, estate planning attorneys ...
- Inheritance Rights of Stepchildren
With the divorce rate in the United States averaging around 50 percent, it’s understandable why we have millions of blended families. Since there are so many complicated family situations, a lot ...
- Inherited Retirement Accounts 101
A large percentage of American workers have a retirement account of some sort, whether it’s an IRA or a 401(k), therefore, it’s important to know how to properly plan for these assets in ...
- Should You Accept the Job of an Executor?
Let’s say that your close family member or friend passed away and you were surprised to learn that he or she named you as the executor of their will. You may be honored to take on the job, or ...
- Executors and Breach of Fiduciary Duty
After someone passes away, an executor or personal representative will be appointed to administer their estate during probate proceedings. The executor/personal representative will gather the ...
- Common Mistakes Made by Executors
Carrying out the job of an executor is no easy task. At first, it seems like an honor, but as time passes the executor soon realizes that it’s not all sunshine and roses. When people write their ...
- Estate Planning After a Grey Divorce
Divorce is difficult, whether you’ve been married for 5 years or 25, but it’s especially hard on couples who have been married for decades, who spent years putting money into savings, ...
- Reasons to Consider a Pour-Over Will
By drafting a will, you’re telling the world whom you want to receive your assets after you pass away. If you die without one, it’s up to the state to decide who gets what, regardless of ...
- Planning for Mental Disability
According to the National Institute on Aging (NIH), the spike in the average life expectancy in the 20th century is one of the greatest achievements of modern society. Though most of the babies that ...
- An Overview of Conservatorships
With advances in modern medicine, America's elderly population is living longer than ever before. With seniors living into their 70s, 80s and beyond, we are seeing a greater need for ...
- Inheritance Rights of Stepchildren
With the divorce rate in the United States averaging around 50 percent, it’s understandable why we have millions of blended families. Since there are so many complicated family situations, a lot ...
- Importance of a Will When Disinheriting Children
Relationships between parents and their adult children can be complicated, especially when a relationship has soured due to parental alienation or a divorce. In the United States, a parent can take ...
- Inheritance Rights of Stepchildren
With the divorce rate in the United States averaging around 50 percent, it’s understandable why we have millions of blended families. Since there are so many complicated family situations, a lot ...
- Importance of a Will When Disinheriting Children
Relationships between parents and their adult children can be complicated, especially when a relationship has soured due to parental alienation or a divorce. In the United States, a parent can take ...
- Estate Planning for Singles
Today, there are more singles than ever before. With the divorce rate being 50 percent for first marriages and even higher for second and third marriages, it’s not surprising that America has a ...
- Inherited Retirement Accounts 101
A large percentage of American workers have a retirement account of some sort, whether it’s an IRA or a 401(k), therefore, it’s important to know how to properly plan for these assets in ...
- Estate Planning After a Grey Divorce
Divorce is difficult, whether you’ve been married for 5 years or 25, but it’s especially hard on couples who have been married for decades, who spent years putting money into savings, ...
- Can a Church Be a Beneficiary of an IRA?
If you will have money left over in your individual retirement account when you pass, then it’s up to you to decide who is to receive those funds after your death. Can you leave your IRA to your ...
- Living Wills for Medical Decisions
If something were ever to happen to you; for example, if you were seriously injured in an auto accident, or if you were on your death bed due to a disease such as cancer, wouldn't you want to have ...
- Why Medicaid Planning is a Must
According to the U.S. Department of Health and Human Services Administration for Community Living (ACL), in 2014, the older population (individuals 65 and older) was 46.2 million in the United States ...
- Why Americans Need Medicaid Planning
One of the greatest fears that Baby Boomers and aging Americans have is that they may end up in a nursing home. If this happens, they don't want to drain all of their assets in the process, ...
- Common Mistakes Made by Executors
Carrying out the job of an executor is no easy task. At first, it seems like an honor, but as time passes the executor soon realizes that it’s not all sunshine and roses. When people write their ...
- Mistakes Made By Personal Representatives
Probate is a court-supervised process where an executor or personal representative pays off the decedent’s debts, transfers legal title of the decedent’s property to the heirs, pays the ...
- How a Living Trust Avoids Probate
If you are like most people, you want to leave as much money as possible to your spouse, children, grandchildren or other heirs, and you want to limit court costs and legal fees as much as possible so ...
- Reasons to Consider a Pour-Over Will
By drafting a will, you’re telling the world whom you want to receive your assets after you pass away. If you die without one, it’s up to the state to decide who gets what, regardless of ...
- Why You May Want a Living Trust
The majority of Americans understand the reasons why they need a will. After all, most adults are very familiar with wills, but less people understand living trusts. Often, estate planning attorneys ...
- Should You Accept the Job of an Executor?
Let’s say that your close family member or friend passed away and you were surprised to learn that he or she named you as the executor of their will. You may be honored to take on the job, or ...
- Executors and Breach of Fiduciary Duty
After someone passes away, an executor or personal representative will be appointed to administer their estate during probate proceedings. The executor/personal representative will gather the ...
- Why You May Want a Living Trust
The majority of Americans understand the reasons why they need a will. After all, most adults are very familiar with wills, but less people understand living trusts. Often, estate planning attorneys ...
- Same-Sex Couples & Planning for the Future
In June 2015, the U.S. Supreme Court made history when it decided that same-sex couples could legally marry in all states, but this landmark decision did not resolve all the financial issues faced by ...
- Why You May Want a Living Trust
The majority of Americans understand the reasons why they need a will. After all, most adults are very familiar with wills, but less people understand living trusts. Often, estate planning attorneys ...
- Inheritance Rights of Stepchildren
With the divorce rate in the United States averaging around 50 percent, it’s understandable why we have millions of blended families. Since there are so many complicated family situations, a lot ...
- Executors and Breach of Fiduciary Duty
After someone passes away, an executor or personal representative will be appointed to administer their estate during probate proceedings. The executor/personal representative will gather the ...
- Importance of a Will When Disinheriting Children
Relationships between parents and their adult children can be complicated, especially when a relationship has soured due to parental alienation or a divorce. In the United States, a parent can take ...
- Common Mistakes Made by Executors
Carrying out the job of an executor is no easy task. At first, it seems like an honor, but as time passes the executor soon realizes that it’s not all sunshine and roses. When people write their ...
- Should Executors Hire Probate Attorneys?
If you have been appointed as an executor of an estate, you may be wondering if you really need a probate attorney. A job well done as an executor means you need to be good at math, and you must pay ...
- Inheritance Rights of Stepchildren
With the divorce rate in the United States averaging around 50 percent, it’s understandable why we have millions of blended families. Since there are so many complicated family situations, a lot ...
- Importance of a Will When Disinheriting Children
Relationships between parents and their adult children can be complicated, especially when a relationship has soured due to parental alienation or a divorce. In the United States, a parent can take ...
- Why We Put Off Estate Planning
In April of 2016, Prince died without a will, meaning Prince died “intestate.” Considering the size of Prince’s estate, it could take years to sort out. The fact that Prince died ...