Recent Blog Posts
Estate Planning: No Contest Clause
In order to discourage disappointed heirs from disputing your estate plan, you can include a “no-contest” provision that automatically cancels an heir’s inheritance if he or she challenges the distribution of your assets in any way.
Changing Your Will or Trust
Although no one wants to create problems between beneficiaries of the estate, even small handwritten changes can create great problems.
Estate Planning: Owing More Than You Own
When formulating your estate plan, it is possible to add all your assets and debts and find that you owe more than you own. Don’t panic: here is some helpful advice.
What is Probate?
Probate is one of the least understood of court processes. However, it is a procedure that can affect the family and heirs of every mature adult following his or her death.
Preparing for the Storms of Life
Many people think an estate plan only involves drafting a document before you die. An equally important part of an estate plan should include what happens to you and your assets while you are living.
President Biden: Expected Tax Changes
Within the next year, it is anticipated that President Biden and his administration will introduce legislation to change various tax laws that will have a significant impact on estate planning.
Discussing Estate Planning with Loved Ones
I always advise my clients to let their family members know that they have done estate planning and where the documents are located. At a minimum … family members must know that planning has been done.
Family Planning: Helping With Ill Will
If you die without a will or trust, a court will decide … who will inherit your property. The result could well be contrary to your wishes.
Elder Abuse and Prevention
Caring for older people can be a difficult and stress-provoking task. More than two-thirds of elder abuse perpetrators are family members of the victims, typically serving in a caregiving role.
Better Estate Planning
An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.
