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…
How Should I Handle Memorabilia in My Estate Planning?
Kiplinger’s recent article entitled “Estate Planning for Memorabilia Collectors: Don’t Leave Your Family in the Lurch” says the first step is to know what you have. Make a thorough and updated inventory to help your family understand the scale of the collection and where the items are located. Make...
Do Family Secrets Hurt Estate Planning?
A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals...
Do Family Secrets Hurt Estate Planning? 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 Should I Know about Funeral Planning?
When a loved one dies, the grief of the family can be overwhelming. It can be challenging to move forward with funeral planning and burial preparations. Think about how much more difficult it can be for a family who loses a loved one unexpectedly.
Kiplinger’s recent article entitled “Funeral Planning Can Prevent...
What Should I Know about Funeral Planning? 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…
Does Divorce Have an Impact on Estate Planning?
Even the most amicable divorce requires a review and update of your estate plan, as explained in a recent article from yahoo! finance, “I’m Divorcing. Will That Impact My Estate Planning?” This includes your will, power of attorney and other documents. Not getting this part of divorce right can have long-term...
Does Divorce Have an Impact on Estate Planning? Continue reading…
What Documents are in an Estate Plan?
Understanding how estate planning documents work is central to creating an estate plan for each individual’s unique situation. An estate planning attorney needs to know the details of your life, not because they’re nosy. It is because this is how they can create a plan tailored to protect you during your lifetime, plan for...
What Documents are in an Estate Plan? 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…