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How Do IRAs and 401(k)s Fit into Estate Planning?

June 24, 2022
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
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What’s Involved in an Estate Inventory?

June 23, 2022
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
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Has the Pandemic Made People More Aware of Estate Planning?

June 22, 2022
Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to
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What Sparks the Contesting of a Will?

June 21, 2022
Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
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Why Is Beneficiary Designation Important?

June 20, 2022
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
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Why Do I Need a Will?

June 16, 2022
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
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How Can I Help My Family?

June 15, 2022
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
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How Do I Plan for Taxes after Death?

June 14, 2022
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
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Benefits of a Trust

June 13, 2022
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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How to Find a Great Estate Planning Attorney

June 12, 2022
One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.
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