Search: Estate Planning (450 found)

Written by Charles Bernard Pyke Jr.
It is important to maintain your estate plan because there will be changes. They will occur in 3 areas: the law will change, your circumstances and preferences will change and the attorneys advice, which is always dependent on the law and your situation, will of necessity change.
2 of 2 users found this helpful. Posted 3 months ago in Estate Planning.

Written by Stephen Laurence Hoffman
Why you need to consult with an attorney about your future.
2 of 8 users found this helpful. Posted 6 months ago in Estate Planning.

Written by Joel Richard Beck
Creating a will in the state of Georgia is part of a basic estate-planning strategy and can help alleviate family strife after your death by clearly stating your intended property distribution at the time of your death.
4 of 7 users found this helpful. Posted about 1 year ago in Wills / Living Wills. Jurisdiction: Georgia

Written by Joel Richard Beck
An Advance Directive for Healthcare in the state of Georgia is a document that allows people to designate an agent to make health-care decisions for them if they are incapacitated and cannot make those decisions themselves.
Posted about 1 year ago in Wills / Living Wills. Jurisdiction: Georgia

Written by Joseph Franklin Pippen Jr.
The following ten steps should be considered by everyone starting to plan their estate. It is also a good review for those who have already planned their estate.
13 of 18 users found this helpful. Posted about 1 year ago in Estate Planning.

Written by Bruce Givner
Congress added Qualified Personal Residence Trusts ("QPRTs") to the law in 1989. A QPRT is designed to transfer the principal residence, and up to one vacation residence per parent, to the children at a reduced - and usually no - gift tax cost. It also effectively protects the home's equity.
5 of 8 users found this helpful. Posted about 1 year ago in Estate Planning. Jurisdiction: Federal

Written by Ann Davison Sattler
How to determine what rights you now have by law and what you need to take care of yourself in your estate plan.
3 of 5 users found this helpful. Posted about 1 year ago in Estate Planning. Jurisdiction: Washington

Written by Gabriel Cheong
This is a basic summary of what constitutes a basic estate plan that everyone should have in Massachusetts. It includes a will, durable power of attorney, health care proxy and health care directive. More advanced planning such as trusts will be briefly talked about.
3 of 6 users found this helpful. Posted about 1 year ago in Estate Planning. Jurisdiction: Massachusetts

Written by Anne Thomas Sulton
Estate planning essentially is a way to organize our business affairs so that when we are unable to manage our business affairs someone else can step in and do it the way we prefer it be done. Among the things we should consider doing are making a Will and completing a medical directive.
4 of 6 users found this helpful. Posted 21 days ago in Estate Planning.

Written by Michael D. Gorman
While everyone should have at least basic estate planning documents, seniors have more things to consider, especially those who have a chronic illness or disability.
Posted 2 months ago in Estate Planning. Jurisdiction: Massachusetts

Written by David M. Frees III
When the stock market or real estate markets drop it offers those who have built some assets an opportunity to make very powerful wealth transfers to children and grandchildren. And, with the right types of trusts you can protect your heirs from divorce and litigation too.
1 of 2 users found this helpful. Posted about 1 year ago in Estate Planning. Jurisdiction: Federal

Written by Richard B Schneider
“Everybody talks about the weather, but nobody does anything about it.” Mark Twain. Similarly, people talk about estate planning, but 55% of Americans do not even have a simple will.
2 of 3 users found this helpful. Posted about 1 year ago in Estate Planning.

Written by Shawn C Newman
Please keep in mind that your family’s’ situation is not unique — all families — traditional heterosexual married couples and non-traditional heterosexual or homosexual unmarried families — need to develop an estate plan.
3 of 3 users found this helpful. Posted about 1 year ago in Estate Planning.

Written by Richard B Schneider
People often overlook asset protection issues and strategies in the estate planning process. Asset protection is the shielding of assets from potential creditors and others. Here are the mistakes to watch out for:
Posted about 1 year ago in Estate Planning.

Written by Richard B Schneider
We can all come up with reasons to procrastinate and avoid doing what we should. However, there are many reasons to avoid procrastination when it comes to estate planning. Here are five of them:
Posted about 1 year ago in Estate Planning.

Written by Richard B Schneider
Some people think that estate planning is a once in a lifetime project. But, as John F. Kennedy said, “change is the law of life.” Periodic review of an estate plan is essential. Here are the top 10 reasons you need to review your estate plan periodically:
Posted about 1 year ago in Estate Planning.

Written by Richard B Schneider
Many people think that estate planning is just for other people. Here are some common misconceptions:
Posted about 1 year ago in Estate Planning.

Written by Joshua Thomas Keleske
Revocable Trusts are a popular, but sometimes misused tool in estate planning. If your circumstances require a Trust in your planning, then its use can be very worthwhile for you and your family.
Posted 7 months ago in Trusts. Jurisdiction: Florida

Written by Shawn C Newman
You have likely heard that if you do nothing else to take care of your legal affairs, you should write a will, and it’s pretty good advice. If you don't make a will before your death, state law will determine who gets your property and a judge may decide who will raise your children.
2 of 2 users found this helpful. Posted about 1 year ago in Wills / Living Wills. Jurisdiction: Florida

Written by Peter S. Myers
How Do Trusts Fit Into Estate Planning? Trusts are commonly used because they are an ideal way to control property held by individuals or married persons. By using trusts, the grantors (person who created the trust) decide how they are going to maintain and control of their estate during their life
Posted about 1 year ago in Trusts. Jurisdiction: California