How to Design an Estate Plan with a Blended Family?
There are several things that a blended family needs to consider when updating their estate plans, says The University...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
What Happens When You Inherit Real Estate?
The number one question on most people's minds when they inherit a real estate is whether they have to pay taxes on it. For...
Think of Estate Planning as Stewardship for the Future
Despite our love of planning, the one thing we often do not plan for is the one thing that we can be certain of. Our own...
Estate Planning: Get Your Ducks in a Row for Your Surviving Loved Ones
Families can get ripped apart permanently, because of problems with a close relative's estate. Many problems are avoidable,...
Review How Life Insurance Trusts Fit in with Estate Plans
Life insurance trusts have long been hailed as a smart way to provide financial protection for loved ones, while...
What If My Beneficiary Isn’t Ready to Handle an Inheritance?
A recent Kiplinger article asks: "Is Your Beneficiary Ready to Receive Money?" In fact, not everyone will be mentally or...
Here’s Why a Basic Form Doesn’t Work for Estate Planning
However, some want you to believe that you need only purchase a form to have an effective estate plan. Using this form, you...
How Do I Include My Digital Assets in My Estate Plan?
It seems that every day we conduct more of our daily activities online. We increasingly all have a digital presence on our...
Common Estate Planning Mistakes You Can Easily Avoid
Estate planning attorneys see them all the time: the mistakes that people make when they try to create an estate plan or a...
What You Need to Know about Trusts for Estate Planning
There are many different kinds of trusts used to accomplish a wide variety of purposes in creating an estate plan. Some are...