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Why Should I Name a Beneficiary?

January 26, 2022
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
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What Estate Planning Documents Should Everyone Have?

January 25, 2022
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
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What Happens If a Trust Is Invalid?

January 24, 2022
This case should be required reading for any person who has an interest in an entity or a trust.
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Is Prince’s Estate Settled Yet?

January 21, 2022
The administrators of the late musician's estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince's assets. The precise value was undisclosed, however, although it could exceed $100 million.
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Should Young Adults have a Will?

January 20, 2022
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
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What are Digital Assets in a Will?

January 19, 2022
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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Can You Remove Someone from a Life Estate?

January 18, 2022
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
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Do I Need More than a Will?

January 12, 2022
You should be aware of what a will can’t or shouldn’t do.
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How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 3, 2021
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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Here’s Why You Need an Estate Plan

July 31, 2021
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.
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