Ways Your Will Can Be Revoked Importance Of Having A Will & The Need To Keep It Updated A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an advance healthcare directive) is a foundational estate planning document. However, according to Gallup, only [...]
Have You Chosen The Right Trustee? What's The Difference Between A Trust & A Trustee Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What [...]
Why The Knives May Come Out At Death Lessons On Estate Planning To Avoid Family Problems The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured whodunit intrigue surrounding the murder of a wealthy [...]
Three Things You Need To Do When Your Spouse Dies What To Do If Your Spouse's Will Or Trust Has A Disclaimer Provision Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps you [...]
Have You Thought Through Your Retirement Plans? Crucial Factors To Consider When Planning Your Retirement Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life. However, before you [...]
What You Need To Know About Beneficiary-Controlled Trust The Pros & Cons Of Creating A Beneficiary-Controlled Trust Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create a beneficiary-controlled trust in which the person [...]
Pros & Cons Of A Family Limited Partnership Is A Family Limited Partnership A Good Solution For You? Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. Whether you seek to protect yourself, your [...]
What Jerry Lee Lewis's Estate Plan Could Look Like Analyzing Estate Planning Scenarios In Relation To The Lewis' Estate Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a glimpse into lifestyles beyond our wildest dreams. But celebrities face many [...]
Why You May Still Have To Open A Legal Probate Proceeding Under What Circumstances Are Probate Proceedings Necessary? Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker. This person, also known as an executor or personal representative, administers the deceased person’s estate [...]
Want To Leave Your Retirement Account To Your Minor Child? Consider These Things First What Are Your Options For Naming Your Children As Beneficiaries Of Your Retirement Account? Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they [...]
