Estate Planning Tips, Tricks, and Breaking News
What are My Responsibilities if I’m Named an Executor?
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps...Read More
How Do I Talk to My Parents About Estate Planning?
If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s...Read More
Cryptocurrency and Estate Planning: What Executors Need to Know
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?Read More
Does Your Will and Estate Planning Documents Need to Be Updated?
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.Read More
Powers of Attorney and Advance Directives
Some people think that, because their assets are jointly owned with a spouse or are in a trust, they do not need a Power of Attorney, or that if they become incapacitated, their spouse automatically has the authority to make medical decisions on their behalf.Read More
What’s the Latest on Country Star Charley Pride’s Estate?
There’s a battle brewing over the estate of Grammy-winning country star Charley Pride, fueled by a son few knew existed.Read More
Reviewing Estate Plans Matters
Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.Read More
What Happens If an Unmarried Partner Dies?
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.Read More
How Do Special Needs Trusts Work?
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.Read More
Do Unrecorded Deeds Help or Hurt Estate Planning?
While discussing estate planning with my parents, they told me that an attorney prepared a deed for them but told them not to record it yet.Read More
Your Will and Estate Planning Checklist
Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.Read More
What Do I Need to Know about Estate Planning?
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.Read More
Do You Have to Do Probate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?Read More
Can You believe Aging Parents Grow Stubborn and They Know It?
Aging parents grow stubborn, and researchers are uncovering the reasons why.Read More
Will I Live Longer, if I Babysit the Grandchildren?
Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.Read More
Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.Read More