What are the Most Common Estate Planning Mistakes?

February 11, 2022 • Estate Planning

With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.

Why Should I Have a Living Will?

February 10, 2022 • Estate Planning

As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.

How Do I Write My Will?

February 9, 2022 • Estate Planning

No one knows when their time will come, which is why it’s important to have a last will in place. This document ensures that your final wishes are carried out after your death. Without a will, the laws of the state of your residence at the time of death will determine what happens with your estate.

Can You Keep Your Children from Inheriting Your Money?

February 8, 2022 • Estate Planning

I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?

What’s the Difference between Probate Assets and Non-Probate Assets?

February 7, 2022 • Estate Planning

Non-probate assets are those assets which do not go into an estate when the owner dies.

How to Check the Validity of a Will

February 3, 2022 • Estate Planning

Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).

What’s the First Step in Estate Planning?

February 2, 2022 • Estate Planning

For young professionals finding their way in the world and just beginning the journey of building wealth, death can seem like a far-off abstraction. However, the cold reality is that no one ever knows what’s around the corner — health problems and freak accidents can happen at virtually any time.

Should I Place My Home in a Trust?

February 1, 2022 • Estate Planning

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it's prudent to ensure this asset is passed to the people you wish to leave it to.

How Should I Plan to Sell My Business?

January 28, 2022 • Estate Planning

According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.

How Should I Handle an Inheritance?

January 27, 2022 • Estate Planning

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.

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Estate Planning Blog