Now’s the Time to Review Your Estate Plan
When you first dipped your toes into estate planning, you were probably told to start with a legally valid will,… Read More
Category: Last Will & Testament
Does Your Family Situation Call for a Spendthrift Trust?
You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved… Read More
Small Business Owners May Qualify For The Special Use Valuation Method
The need for estate planning is essential for small business owners who have most of their personal fortune tied up… Read More
Estate Planning Pitfall: You’ve Overlooked Digital Assets in Your Estate Plan
Traditionally, an estate plan addresses the tangible assets you own, such as cash and securities, investment real estate, vehicles, and… Read More
Behold the 21st Century Will: The E-Will!
A will is commonly drafted in a lawyer’s office in the presence of witnesses and a notary public. However, this… Read More
Estate Planning Pitfall: You’ve Amended Your Will Yourself
Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change… Read More
The Art of Estate Planning
An art collection is a special asset to account for in an estate plan It goes without saying that your art… Read More
Shh! This is a Silent Trust — Let’s Keep it Quiet
Generally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets.… Read More
Consider All the Angles of Joint Ownership
Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages… Read More
Estate Planning Pitfall: You’ve Named the Wrong Executor
Maybe you thought that a member of your immediate family — perhaps your spouse or oldest child — would serve… Read More
