Posts Tagged ‘estate planning attorney’
Properly Funding Your Trust: Don’t Leave Your Loved Ones Behind
You’ve put in the hard work. You’ve set up a trust and you’re well on your way towards protecting your family’s future. Or are you? There are many steps when it comes to establishing a trust and one of the most important is also one of the most easily overlooked: trust funding. Simply put, if…
Read MoreUsing Transfer-on-Death Deeds to Avoid Probate
When it comes to planning your estate, you naturally want to make things as easy as possible for your beneficiaries. The last thing you want is for your property to get hung up in probate while your loved ones wait to receive their inheritance. When you Will your property to your beneficiaries, though, this is…
Read MoreFamily Conversations About Your Estate Plan
With holidays upon us, you’ve got a lot on your mind, right? Turkeys and ham don’t make themselves, and the longer you put off gift shopping, the more stressful that affair becomes. And then, of course, the house needs to be cleaned, family visits need to be scheduled, Christmas lights need to go up, and…
Read MoreTough Conversations About Estate Planning Around the Holidays
In a world driven by social media, it’s easy to feel as if, despite all the insight we have into each other’s lives, our loved ones are further away than ever. And indeed, the data bears this out. A recent study shows the average modern family is spread 2,077 miles across the world and most adults have…
Read MoreIf Only Anne Heche Had Drafted an Estate Plan…
Anne Heche was an Emmy award-winning actress, well-known for her roles in such blockbuster hits as Donnie Brasco and I Know What You Did Last Summer. Well, we know what Heche didn’t do last summer: draft an estate plan. The actress lost her life in a car crash in August, 2022…leaving behind two sons, a…
Read MoreHow Living in a Community Property State (Like Texas) or a Common Law State Affects Your Estate Planning
Every state has unique statutory requirements for creating, integrating and implementing its estate planning laws. Every state, likewise, has unique marital interest laws that affect an estate plan. Therefore, if you are married or plan on being married, it is imperative that you consider the impact of your state’s marital interest laws on your plan. …
Read MoreDon’t DIY It: Why Online Wills and Trusts Might Not Hold Up
In recent years, it seems like DIY estate planning services are popping up everywhere. These providers allow you to prepare your Wills and Trusts online at a considerably lower cost than it would take to hire an estate planning attorney. Sounds great, right? Then, let’s consider the old adage “you get what you pay for”.…
Read MoreRemembering a Loved One: 6 Ways to Step Up Your Memorial of a Loved One
Losing a loved one is never easy. After you say your final goodbyes, the lack of their presence in your life often leaves a gaping void, a sense that you have lost something special. However, just because your loved one has passed away does not mean they will disappear from your life forever. There are…
Read MoreCongrats on Having an Estate Plan…But, Where Are You Storing It?
So, you’ve got an estate plan… congrats. You’re officially better prepared for the future than two-thirds of the population. According to new data, only 33% of US adults have drafted any kind of estate planning documents. This means that the other 67% are leaving the fate of their life’s work up to the impersonal dictates…
Read MoreEstate Planning Trends: Generational Differences in Estate Planning
Believe it or not, your birthday probably has a big effect on how you think about estate planning. However, we are not talking astrology. A Scorpio with a moon in Gemini isn’t more likely to draft a Will than any other sign. But, think about it: if you were born in the 1950s, you came…
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