It’s official — the Electoral College voted on December 19, 2016, essentially completing the 2016 presidential election cycle. With that bit of uncertainty behind us and a fresh year starting out, here’s what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress.
Read More »How to Avoid High Octane Stress and Organize Information for Your Family
Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets, password, usernames, and insurance documents? Would they be able to access (or even know about) online accounts or files on […]
Read More »Will You Make these 5 Tragic Yet Common Estate Planning Mistakes?
We see tragedy on a day-to-day basis because good, caring folks make these horrid estate planning mistakes regularly. Will you?
Read More »Why Factoring Long-Term Care Into Your Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty significant consideration: the need to plan for long-term care.
Read More »How to Avoid a Disastrous Will or Trust Contest – Part 3
How Can You Avoid a Will or Trust Contest? When you create or update your estate plan, one of your goals should be to insure that your final wishes are fulfilled. If you are concerned about challenges to your estate plan, consider the following:
Read More »How to Avoid a Disastrous Will or Trust Contest – Part 2
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. What Are the Legal Grounds for Contesting a Will or Trust? In general there are four grounds to challenge the validity of your will or trust:
Read More »How to Avoid a Disastrous Will or Trust Contest – Part 1
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent a disastrous will or trust contest. In this issue you will learn:
Read More »5 Ways to Modernize Your Estate Planning Using Flexible Trusts – Part 1
Your estate plan undoubtedly includes trusts that will continue for the benefit of your spouse’s lifetime and then for the benefit of several generations of your family. Implementing and maintaining trusts that will cover the administration, investment, and distribution of trust property over the span of multiple decades is challenging and generally requires you to […]
Read More »Wondering Whether You Need to Update Your Estate Plan? Yes, You Do and Here’s Why
Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example.
Read More »Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Children – Part 2
While it’s easy to add a co-owner’s name to a title, taking someone’s name off a title can be difficult. If the person does not agree, you could end up in court.
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