What Kind of Trust Helps a Family with Young Children?
March 13, 2025
My trust can also ensure that if I die while my daughter is a minor, my money will meet her needs as she grows up.
Probate for Real Estate Held in Multiple States: Out-of-State Property Management
January 27, 2025
Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.
Estate Planning Considerations for Minor Children
October 25, 2022
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
Addressing Vacation Home in Another State in Estate Planning
July 27, 2022
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
Some Seniors Getting Estate Plans Completed More Quickly after COVID
June 29, 2022
Stuck in a senior facility during the pandemic and unable to participate from far away, an elderly woman needed to sell her home but had never drafted her POA.
Can I Split My Inheritance with My Sibling?
March 22, 2022
In order to give your brother half of the assets in the IRA, you will have to liquidate a portion of the account and pay the taxes on the liquidated amount if it’s a traditional IRA.
Where Do You Score on Estate Planning Checklist?
October 13, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Do a Married Couple without Children Need a Will?
August 30, 2021
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
If I Buy a House, Should I have an Estate Plan?
June 29, 2021
Buying a home is one of the most common triggers for creating an estate plan.
Is the Pandemic Making Young People Think About Estate Planning?
April 22, 2021
Caring.com, a leading senior living referral service and the nation’s top site for senior care reviews, has published a comprehensive report from its annual Wills and Estate Planning Study.