“Now that everyone has settled into the New Year, it is a perfect time to review and update your estate plan.” Situations change and, as
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A Life Change Means It’s Time for an Estate Planning Review
“Having an estate plan doesn’t mean that the job of protecting your family’s future (and present) ends.” If you have an estate plan in place,
Don’t Leave it to Chance: Spell out Executor Fees in Your Will
“Even on so-called simple estates, executors typically earn their fees.” A legal battle in New York shows an aspect of estate planning that often doesn’t
Talk Money and Death with Your Kids
“There’s always a reason not to have the talk.” Money and death top the list of conversational taboos — especially among family — so a
Beneficiary Designations an Important Part of Estate Planning
“For most people, this beneficiary designation is, in fact, their entire estate plan.” When people think about estate planning, many don’t remember the importance of
Are You Going to Leave the Kids an Inheritance?
“The ‘spend it all’ parents might ‘need help putting on the brakes.'” A report by the Hearts & Wallets financial services research firm says that
How to Track Down a Missing Will
“Wills and trusts have been found hidden in rafters and in freezers, to name but a few interesting hiding places.” You know that your mom
In Your Dreams: Winning Big in the Lottery
“Here’s how to make a windfall of cash last a lifetime.” It seems like just about everyone had lotto fever recently, thanks to the first
Don’t Die Rich? Why?
“So by adhering to the “Don’t Die Rich” theory of planning, how do you put your wealth to work?” The Wilmington Business Journal says that
Does a New Bundle of Joy Mean a New Bundle of Estate Planning?
“Will another baby affect your current will?” If you have a new baby and you already had estate planning documents completed when your first child
Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!
“The real reasons to do estate planning are to take care of ourselves and our families the way that we want to.” In a review
Fight Over Ohio Industrialist’s Estate Halted
Trustee “interfered with the estate in a way that deprived them of trust inheritances they had expected.” A civil lawsuit filed in a dispute over