Helping Clients Embrace Estate Planning Etiquette May is National Etiquette Month, and the goal is to encourage all people to act with consideration, respect, and honesty in their interactions with others in their everyday lives. Etiquette can also play a role in estate planning. A well-crafted estate plan ensures that your client’s wishes are [...]
National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remodeling Month. In 2023, over [...]
Mental Health Awareness Month: How An Estate Plan Can Help Improve Anxiety How Estate Planning Can Help Reduce Anxiety About The Future Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their [...]
Help Your Clients Polish Up On Their Estate Planning & Personal Etiquette This Month: Important Probate Rules Everyone Should Know When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who [...]
Are You Single With a Minor Child? If So, You Need a Plan Single Parents: Protect Your Child's Future With An Estate Plan You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care [...]
What To Do With A Loved One's Used Medical Equipment The Challenge Of Dealing With a Loved One's Belongings After Death After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins. While items with sentimental value or family historical importance may have [...]
What Happens To Elvis's Legacy Now? The Complicated Future Of Elvis Presley's Legacy: Navigating Lisa Marie Presley's Estate Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and a considerable estate. Elvis’s estate, including Graceland, ended up in the hands of [...]
Garn-St Germain Act: What You Need To Know Understanding Due-On-Sale Clauses In Estate Planning It is important to let your estate planning attorney know if you own real estate that is subject to a mortgage. Most mortgages include due-on-sale clauses stating that, upon the transfer of the mortgaged property, the entire amount of the [...]
Four Important Considerations If You Win The Lottery Managing An Unexpected Wealth Win: What To Do On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment [...]
The Crossroads Of Estate Planning & Immigration: Key Concepts In International Estate Planning International estate planning is a growing trend for many families in the United States and throughout the world. Unfortunately, some families don’t realize the legal issues involved in their estate plan until it is too late to take advantage of the [...]
