Estate Planning Blog

Will a Trust be Beneficial for Me?

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

04/08/22

What Women Should Know About Finances After Divorce

The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.

04/06/22

Does Marriage have an Impact on a Will?

Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.

04/04/22

Do I Need an Attorney for Probate?

A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.

04/01/22

Estate Planning for Individuals with Special Needs

Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.

03/30/22

Is a Health Care Power of Attorney Necessary?

Selecting medical powers of attorney is an important step that aging parents should take to ensure they get the care they wan,t if they are unable to advocate for themselves.

03/28/22

What Is the HEMS Standard?

The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.

03/25/22

The Most Common Estate Planning Mistakes

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

03/23/22

What Is Elder Law?

Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.

03/21/22

The Difference between Probate and Non-Probate Assets

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

03/18/22

« Previous 1 2 3 4 5 6 Next »

© Tesar Law Group, S.C.. All rights reserved.

Some artwork provided under license agreement. 