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.

Why Should I Name a Beneficiary?

January 26, 2022 • Estate Planning

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.

What Estate Planning Documents Should Everyone Have?

January 25, 2022 • Estate Planning

This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.

What Happens If a Trust Is Invalid?

January 24, 2022 • Estate Planning

This case should be required reading for any person who has an interest in an entity or a trust.

Is Prince’s Estate Settled Yet?

January 21, 2022 • Estate Planning

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.

Previous 1 2 3 4 5 6 7 8 9 10 11 Next

Speak With An Attorney

Book a Call

Stay Informed

Subscribe Now

Estate Planning Blog