Which Trust, Revocable or Irrevocable?
September 27, 2023
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There are important differences between the two types of trusts, including the amount of control you’ll have over your assets.
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What Is a No-Contest Clause?
September 25, 2023
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No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
Tasks to Be Done After the Death of A Loved One
September 22, 2023
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Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.
How to Pass on Family Heirlooms with Fewer Estate Battles
August 31, 2023
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There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
Which Is the Best to Way to Transfer Wealth, Trusts vs. Wills?
August 28, 2023
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Take the squabbling between siblings you’ve had to endure and referee as a parent. Now multiply it times age and money. That might give you some idea of the need to make your final wishes clear when the time comes to divvy up your assets.
At Long Last, Trial Leads to Final Decision on Aretha Franklin’s Will
August 24, 2023
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History is filled with examples of celebrities who died without a will: Bob Marley, Prince, Howard Hughes, Pablo Picasso, Jimi Hendrix and even Abraham Lincoln.
Estate Planning Checklist to Put Affairs in Order
August 22, 2023
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An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die.
IRS Changes Rule on Inheritance Taxes
August 14, 2023
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The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes.
How to Pass the Family Home to Your Children
August 9, 2023
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It’s perfectly normal for aging parents who are currently completing their will along with their lawyer’s guidance, to leave the family home to their children.
Estate Planning for Second Marriages
August 7, 2023
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If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
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