Estate Planning Blog

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What are Benefits of Putting Money into a Trust?

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.

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What Happens Financially when a Spouse Dies?

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.

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What Is the Best Way to Leave Money to Children?

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.

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Why Is Having a Will Important?

A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.

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How to Find a Great Estate Planning Attorney

One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.

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What Should I Know about Estate Planning before ‘I Do’?

The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.

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When Should I Update My Will?

There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.

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What about House Contents when Someone Dies?

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

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The Most Common Estate Planning Mistakes

Some problems can be avoided by proper planning, others by good practices during the estate administration process.

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Senior Second Marriages and Estate Planning

More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.

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