Recent Posts in Estate Planning Category
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Posted on Dec 20, 2016 By
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 ...
Continue reading "Why You May Want a Living Trust" »
Posted on Nov 15, 2016 By
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 ...
Continue reading "Inheritance Rights of Stepchildren" »
Posted on Sep 6, 2016 By
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 ...
Continue reading "Inherited Retirement Accounts 101" »
Posted on Aug 9, 2016 By
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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 ...
Continue reading "How a Living Trust Avoids Probate" »
Posted on Jul 26, 2016 By
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 ...
Continue reading "Why We Put Off Estate Planning" »
Posted on Jul 12, 2016 By
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, ...
Continue reading "Estate Planning After a Grey Divorce" »
Posted on Jun 28, 2016 By
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 ...
Continue reading "For the Blended Family, Estate Planning is Tricky" »
Posted on May 31, 2016 By
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 ...
Continue reading "Why Medicaid Planning is a Must" »
Posted on May 3, 2016 By
Probate is a court-supervised process where a decedent’s will is validated, an executor or personal representative is appointed, and the decedent’s affairs are wrapped up – all under ...
Continue reading "What Probate Has to Do With You" »
Posted on Apr 19, 2016 By
If you are about to begin the estate planning process, you may be thinking ahead to probate and wondering, “Should I arrange my estate so that it avoids probate altogether?” This is a good ...
Continue reading "Why Do People Avoid Probate?" »
Posted on Mar 22, 2016 By
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 ...
Continue reading "Same-Sex Couples & Planning for the Future" »
Posted on Mar 8, 2016 By
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 ...
Continue reading "Estate Planning for Your Blended Family" »
Posted on Feb 9, 2016 By
When you die, what will happen to the songs you downloaded on iTunes? Will your Facebook account stay floating in cyberspace long after you’re gone? As our society becomes more technologically ...
Continue reading "Estate Planning: Protecting Digital Assets" »
Posted on Jan 26, 2016 By
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 ...
Continue reading "Estate Planning for Singles" »
Posted on Jan 12, 2016 By
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 ...
Continue reading "Reasons to Consider a Pour-Over Will" »
Posted on Dec 29, 2015 By
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 ...
Continue reading "Can I Disinherit My Child?" »
Posted on Dec 15, 2015 By
After you’ve spoken to an estate planning attorney and learned the basic concepts of estate planning, next you’ll need to consider which people will help you carry out your wishes for your ...
Continue reading "Choosing an Executor for Your Estate" »
Posted on Dec 1, 2015 By
Many people think that they should start planning their estates when they reach their mid to late sixties. We know that the normal progression of life is to get a college degree, start a career, get ...
Continue reading "What Is The Best Age to Plan Your Estate?" »
Posted on Nov 17, 2015 By
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 ...
Continue reading "Can a Church Be a Beneficiary of an IRA?" »
Posted on Nov 3, 2015 By
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 ...
Continue reading "What Occurs When One Heir in a Will Dies?" »
Posted on Sep 22, 2015 By
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, ...
Continue reading "Why Americans Need Medicaid Planning" »
Posted on Sep 8, 2015 By
You've probably heard all about the living trust and how it can be used to "avoid probate" when you pass away. Probate is the court-supervised process of validating a will, appointing an ...
Continue reading "Should I Avoid Probate?" »
Posted on Aug 25, 2015 By
Working with disabled clients and their family members is one of the most rewarding aspects of an estate planning attorney's job. One of the most important reasons for working with a young, ...
Continue reading "Special Needs Trusts for Disabled Individuals" »
Posted on Aug 11, 2015 By
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 ...
Continue reading "An Overview of Conservatorships" »
Posted on Jul 28, 2015 By
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, ...
Continue reading "Changing Beneficiaries After a Divorce" »
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