Do Single People Need Estate Planning?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, familial connections, or interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

06/29/22

Can I Avoid Probate?

If you don’t have a will and an estate plan, probate is an after-you’ve-gone legal struggle. It could last months, if not years, in a battle over what you intended your family (or friends) to have: your estate!

06/27/22

Does an Elder Orphan Need an Estate Plan?

This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.

06/24/22

Pet Trusts Can Offer Peace of Mind

While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.

06/22/22

Cryptocurrency and Estate Planning: What Executors Need to Know

My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?

06/08/22

Reasons Not to Wait to Draft a Will

It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:

06/01/22

Protecting Yourself and Children in a Second Marriage

Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?

05/30/22

Do I Need a Will?

If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.

05/23/22

Why Should I Give My Money Away?

Everyone likes money, right? Giving money to family or friends can also be a smart tax planning move.

05/20/22

How Do I Talk to My Parents About Estate Planning?

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.

05/18/22

1 2 3 4 Next »

Estate Planning Blog