The 4th of July reminds people of the flag, freedom, and fireworks! As our nation’s birthday approaches, we should reflect on what freedom means. Creating an Estate Plan provides a level of individual freedom – a peace of mind regarding your family’s well-being and the legacy you leave for them once you are gone. Read on to learn more. … [Read more...]
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Estate Plan Details: Have You Covered All of Your Bases
According to a 2024 Caring.com survey, just 32 percent of American adults have estate plans in place. They subsequently drill down and ask respondents specific questions to understand their thinking. A significant percentage of unprepared people know that estate planning is important, but they procrastinate for various reasons. When they finally act, many use DIY tools to create simple wills, leaving it at that. We will cover DIY estate planning and the risks involved in a future blog … [Read more...]
Courts Allowing More Flexible Trust Amendments
As much as I enjoy writing about celebrity Estate Planning gone wrong and less often right, occasionally, a court opinion catches my attention. That’s particularly true when the decision has lasting implications for estate planning. This blog returns to the basic lessons about amending a Trust. In an increasingly litigious world, disgruntled beneficiaries feel emboldened to fight for what they think is theirs. It doesn’t always work out in their favor, especially when they base their argument on … [Read more...]
Estate Planning Is a Dynamic Process
Studies measure the estate planning preparedness of American adults. They consistently find that about one in three respondents have estate plans. There are various reasons for this procrastination, but it is widespread. Since there is so much resistance to getting started, many people sigh a sigh of relief once action is finally taken. They tuck the documents away for safekeeping and feel the matter has been handled. This is understandable on the one hand because it feels good to take … [Read more...]
Estate Planning with Entities
More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When a deceased owner's governing agreement and estate planning documents conflict, unintended, potentially litigious results occur. Read on to learn more. … [Read more...]
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