Estate Planning Articles
Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.
What are your New Year’s resolutions this year? Ever thought about adding estate planning to the list? You should; and here’s how to do it.
Many people may be considering giving to a favorite charity or cause especially around this time of year. However, it’s important to make sure you’re informed about the latest tax rules before drawing from your Individual Retirement Account (IRA) to avoid any unpleasant surprises. Find out why you should speak with an experienced attorney when you’re feeling charitable this holiday season.
Most people won’t be familiar with legal terminology if it’s their first time considering a visit to an estate planning attorney. Before a consultation, review this short list of common estate planning terms to help you prepare and feel more comfortable as you begin to create your plan.
It’s something you figure out early in your role as a parent: treating your children fairly does not always mean treating them exactly equally. The fair vs. equal dilemma extends far beyond the days of mediating sibling squabbles and enforcing bedtimes. Sometimes in estate planning, as in parenting, fair does not necessarily mean equal.
While many people plan out their vacations in great detail, they may be forgetting to address what to do if the unexpected happens while they’re out of town. Find out how setting an estate plan in place, even a basic one, can minimize your worries about those “what if’s,” and enjoy that vacation you’ve been dreaming of.
We typically have several companies or individuals who provide important services in our day-to-day life. Would your Trustee know who to contact in order to make sure everything from your home to your medical care continues to run smoothly if you were no longer able to? Find out what to consider when creating a list of important “service providers” when creating your estate plan.
Loaning Family Money – What You Need To Know Loaning Family Money – What You Need To Know Written By: The American Academy of Estate Planning Attorneys People lend money to family members for a variety of reasons.
Even with extremely careful planning, people can often neglect to outline who should receive their family heirlooms and emotionally valuable property. Find out what you can do to avoid unnecessary feuds over your tangible personal property and help prevent potential family conflict.
It takes a team to make sure you have a fully functioning estate plan. Learn about the players, their roles, and – most important – how simple it is to assemble your estate planning team.
April 15th is fast approaching. Here are five simple and effective tips for saving time, money, and stress this tax season.