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Estate Administration
Self-help mistake of the week – The deed to your home
Estate and succession planning requires the assistance of a skilled trust and estate attorney. This week’s self-help blunder to avoid: Adding family members other than a spouse to the deed to your home. This is a mistake for four (4) reasons. #1, if your family member...
What role does life insurance play in your estate plan
As you develop wealth, there are well established insurance strategies for managing your estate’s tax obligations. When your personal or financial situation changes, such as when you acquire more property, marry, divorce, or have children, your insurance arrangements may need to change as well.
Does proper estate planning prevent trust and probate challenges?
A good set of documents done right and at the right time is the best prevention. The two primary purposes of estate planning include controlling what happens to your property when you die and protecting the people who depend on you when the unthinkable happens. If you...
In Estate and Trust Litigation, “Influencer” is a Four-Letter Word
These days, the word “influencer” brings to mind a TikToker dancing the latest trending moves or pushing an internet-exclusive teeth whitening system. In the realm of estates and trusts, “influencer” has a darker meaning.
Is this probate taking too long?
Probate is not always as quick as some beneficiaries would like. While some would argue they just need to be patient and be grateful they are receiving anything, some beneficiaries have a lot riding on the completion of the process. For instance, a partner of the...
Do you plan to preserve your family’s wealth?
If you plan to pass down the family wealth to future generations, you should ensure your estate plan documents are aligned with your objectives. Otherwise, the family fortune may not trickle down to your descendants as you had planned. How a trust can help Trusts...
Serious risks for the executors of modern estates
As the executor or personal representative of an estate, you have a lot of responsibility. It is your job to file paperwork with the courts, communicate with parties who have an interest in the estate and settle the affairs of the recently deceased testator. Not only...
Your estate plan can do a lot for charity
Your family is likely the most important thing in your life, and you want your estate plan to reflect this. However, charitable giving may be something you are interested in as well. The truth is your estate plan can continue your legacy of giving something to...