Man writing a bulleted list on his notebook

Estate Planning Checklist

Think of estate planning as life planning. Having an estate plan means you and your family have expressed wishes for the future, while you are living if you become incapacitated and when you pass away. According to a recent article, “Estate Planning: 7 Things To Make Sure You Do” from aol.com,...
Estate Planning Checklist Continue reading…

Do I Need a Will If I’m Leaving Insurance Policy to a Beneficiary?

If you aren’t thorough with your estate planning, you could create conflict, even with the best of intentions, says a recent article from yahoo! Entertainment titled “Life Insurance Beneficiary vs. Will: Do I Need Both?” Your life insurance beneficiary designation supersedes your will, so you’ll need to have your life insurance policy...
Do I Need a Will If I’m Leaving Insurance Policy to a Beneficiary? Continue reading…

What Should I Ask a Prospective Estate Planning Attorney?

Estate planning has many important advantages like providing for your immediate family, making certain your assets are distributed the way you want, supporting charitable causes, and more. The Baltimore Post-Examiner’s recent article entitled “5 Questions to Ask an Estate Planning Attorney” provides some questions to help you find the right person to...
What Should I Ask a Prospective Estate Planning Attorney? Continue reading…

What Recourse Is Available if Inheritance Is Stolen?

State inheritance theft laws typically cover four distinct aspects, says Yahoo’s recent article entitled “Someone Stole My Inheritance. What Are My Options?” The four are: Who committed the inheritance theft, When the theft happened, What was taken, and How the theft happened. As far as the “how” goes, note that inheritance theft can...
What Recourse Is Available if Inheritance Is Stolen? Continue reading…

Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning

This is the situation facing the estate of Lisa Marie Presley, whose estate is being challenged by her mother, Priscilla Presley, as described in a recent article, “Presley beneficiary battle sets example of poor estate planning practices” from Insurance NewsNet. These situations are not uncommon, especially when there’s a lot of...
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning Continue reading…