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    Watch Out for These Potential Problems with Life Estates

    Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for. 

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    5 Ways Your Will Can Become Useless, Or Close to It

    Is having an out-of-date will better than having no will at all?  While wills do not have expiration dates, certain changes can render them useless.

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    How to Divide Up Personal Possessions Without Dividing the Family

    Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have a plan and make your wishes clear.  

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    What to Do If You Are Appointed Guardian of an Older Adult

    Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one’s well-being and you have a duty to act in his or her best interest.  

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    Understanding the Differences Between a Living Trust and an Irrevocable Trust

    Before you commit to adding a trust to your estate plan, make sure you understand the differences between revocable (also called “living”) and irrevocable trusts because each offers advantages and disadvantages, depending on their purpose. 

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    Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters

    In the event you lose your house in a natural disaster or through another calamity, it is important that your estate planning and other important documents are beyond reach and easily retrievable. 

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    Younger Adults Now More Likely to Have a Will, According to Survey

    A new survey has found that motivated in part by the coronavirus pandemic, younger adults are now more likely to have a will than middle-aged adults. Nevertheless, the overall percentage of Americans with a will has dropped over the past several years.  

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    Do We Need to Go Through Probate If There Is a Valid & Non-Contested Will?

    Executing a Last Will & Testament before you pass away is a responsible thing to do. Having a valid Will make it easier for your loved ones to carry out your last wishes during the grieving process, but having a […]

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