Estate Planning Blog

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What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

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What Assets Should Be Considered when Planning Estate?

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.

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Do I Really Need a Will?

There are certain financial goals that it's important to check off your list, like having enough money in a savings account to cover emergency expenses and eliminating unhealthy debt. However, here's one goal many people gloss over -- creating a will.

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Does the Executor Control Bank Accounts?

Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.

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Write a Letter of Instruction for Loved Ones

Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.

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Why Should I Have a Living Will?

As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, ...

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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.

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How Do I Write My Will?

No one knows when their time will come, which is why it’s important to have a last will in place. This document ensures that your final wishes are carried out after your death. Without a will, the laws of the state of your residence at the time of death will ...

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How Do I Conduct an Estate Sale?

Preparing for an estate sale can be a difficult and emotionally challenging task.

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What are the Most Common Estate Planning Mistakes?

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

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