Author Archives: Site Administrator
Can You Challenge A Trust Based on Alleged Undue Influence?
The creation of a trust is a common and a very popular choice among people who are looking for greater levels of privacy and control over their assets. However, other family members or friends who might have pushed a loved one to create a trust could create questions for you about undue influence. This… Read More »
You Need to Have a Will Regardless of Your Age
It doesn’t matter whether you’ve just turned 18 or are approaching turning 100, it’s still important to be able to tell people what your wishes are in the event that you cannot tell them on your own. It’s all too easy to put off these important decisions like purchasing life insurance or writing a… Read More »
Three Signs That Your Estate Plan Might Not Be Up to Par
If you think you accomplished estate planning by sitting down several years ago with an estate planning attorney but your life circumstances have changed since then or if you used an online form that you’re not even sure is valid in your situation, these are some signs that your estate plan might not be… Read More »
It’s Been a Few Years- Do I Really Need a New Estate Plan?
There are no hard and fast rules about how often you should review your estate plan. However, it’s a good idea to have a minimum of taking a deep look at it at least once per year. This is due to changes in the tax code and changes in the economy can be adapted… Read More »
Understanding A Health Care Power of Attorney: Do You Need One?
Every American should have access to a health care power of attorney that has been drafted or reviewed by an experienced estate planning lawyer. This is a document that you hope that you never have to use but one that will make things much easier for your family in times of distress. In this… Read More »
How Much Money Will Be Inherited In 2020?
Do you have assets that you plan to pass on to your loved ones? Are there baby boomers in your family with substantial assets that will pass as part of their estate? Whatever your situation, you need to estate planning and an understanding of inheritance options to reflect on its impact on your life…. Read More »
Have You Answered the Right Estate Planning Questions?
Most people assume that creating a will is the beginning and the end of their estate planning but failing to incorporate all different aspects of planning could increase the chances for fights or confusion after you pass away. Most people want to minimize these challenges and any potential obstacles that their heirs could face…. Read More »
Should You Give All of Your Assets to Your Adult Child?
Deciding whether or not to gift something over the course of your life or to pass it on once you are no longer around is an important decision, especially with regard to the federal gift tax. Every person can gift up to $15000 per year free of gift tax. This means that you do… Read More »
Passing on Your Special Collection to Loved Ones
No matter what you collect, be it stamps, coins, art, or classic toys, you probably have devoted a significant amount of money as well as time to pursuing this passion, but have you done the forethought to think about what will happen to your collection if you pass away? Many people don’t like to… Read More »
Does My Elderly Parent Need a POA?
There are many scenarios when it makes sense for your elderly parent to have a power of attorney document in place that names you as the agent. While some of these situations help in terms of convenience, there are others that might arise making it a real necessity to be able to speak up… Read More »