How Should You Review Your Will?

May 5, 2022

Here are some important parts of your estate plan that should be reviewed.

What Happens If You Die with No Will?

April 14, 2022

It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.

Do I Need an Attorney for Probate?

March 10, 2022

A competent elder law or estate attorney can keep the estate process on track, and knows of provisions like family allowances, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.

Estate Planning During Divorce

December 8, 2021

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.

Who knows “Where Your Money Is?”

December 2, 2021

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.

Should I agree to Be an Executor of an Estate?

September 22, 2021

Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.

What are the Advantages of a Testamentary Trust?

August 18, 2021

This legal document can also be beneficial in many situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.

Who Must Pay the Taxes of a Deceased Loved One?

May 19, 2021

When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.

46 Year Old Zappos CEO Died with No Will

January 5, 2021

If you pass away without a will, state law generally decides who gets your assets and, if you have children, who will care for them.

Avoid Estate Battles Over Personal Property

November 17, 2020

Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.

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