Estate Planning Templates?
It’s easy enough to find estate planning templates online, and using them is certainly cheaper (at least in the short run) than working with an attorney. The questions on templates can even be a…
Read Moreabout Estate Planning Templates?
Considering A Professional Fiduciary?
The services of a professional fiduciary can be a huge relief for individuals aging solo, as well as for those with special needs. Professional fiduciaries are also frequently relied upon to administer estate plans,…
Read Moreabout Considering A Professional Fiduciary?
Estate Planning: Fiduciary Roles Explained
At its best, estate planning addresses goals related to both our own well-being as we age, and the designation of assets–be they modest or many–for beneficiaries. The ultimate success of estate plans rests with…
Read Moreabout Estate Planning: Fiduciary Roles Explained
COVID’s Impact on Estate Planning?
Even after living through the pandemic, it’s estimated that over two thirds of Americans still have no estate plan, which ultimately leaves loved ones with hard things to do and decide. Even if our…
Read Moreabout COVID’s Impact on Estate Planning?
Summary Administration Explained
Following the death of a loved one, the debts of the deceased are sorted out in probate court, which then directs the distribution of assets according to the will, or absent a will, the…
Read Moreabout Summary Administration Explained
Things Are Always Changing…
If you have made an estate plan—good for you! Too many have not. However, you do need to review it every few years–and sooner if there are life changes–or a change in asset status….
Read Moreabout Things Are Always Changing…
Estate Planning and AI?
Can you use AI for estate planning? Sure. Is it a good idea to rely on AI for estate planning? Most likely not. Solid estate planning requires understanding nuances and tailoring tools, like trust…
Read Moreabout Estate Planning and AI?
Reforming Wills and Trusts?
Yes, courts can make changes to a will or trust. However, typically, they are hesitant to do so, in an effort to maintain the integrity of the intentions reflected in them. Nonetheless, reformation can be…
Read Moreabout Reforming Wills and Trusts?
What If The Nest Is Never Empty?
During estate planning, the question of what to do with the family home is often the most important decision to be made, as it frequently represents the most valuable asset to be inherited. Given…
Read Moreabout What If The Nest Is Never Empty?