Estate Planning Blog

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How Does a Charitable Trust Help with Estate Planning?

In general, the best reason to establish a charitable trust, is if you would like to create a long-standing form of charitable giving.

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What Is Considered an Asset in an Estate?

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

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What Planning Should I Do in My 50s?

If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.

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Does My State Have an Inheritance Tax?

Do you have to pay taxes on inheritance?

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What Happens If a Trust Is Invalid?

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

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What Estate Planning Documents Should Everyone Have?

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 a Will Can and Cannot Do

A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.

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Can I Avoid Password Problems for My Family in Estate Planning?

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

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Why Do I Need an Estate Planning Attorney?

These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.

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What are Digital Assets in a Will?

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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