Overlooked Estate Planning Concerns

When people are planning for their estates there are a few often important items that they tend to overlook. Planning for an estate can be complicated. You need to take stock of all of your assets, figure out what should be done with them, and talk to an estate planning attorney to discuss the best [...]

2016-12-28T01:25:36-07:00November 30th, 2016|Preparing for Consult|0 Comments

When to Discuss Your Estate Plan

It is important to discuss your estate plan with your family. Some people struggle over when to do that. They could consider doing so over a holiday dinner. One of the most contentious issues many people face is talking about their own deaths and their estate plans with their friends and family. These are typically [...]

2016-12-28T01:24:01-07:00November 29th, 2016|Preventing Estate Challenges|0 Comments

What You Should Have in Your Estate Plan

There are a few things that every single estate plan needs to have regardless of the exact legal instruments that you end up using as your primary estate planning tools. Estate plans can take a variety of shapes. Some estate plans are small and simple. Other estate plans are large and contain many complex legal [...]

2016-11-25T10:54:00-07:00November 25th, 2016|Preventing Estate Challenges|0 Comments

Avoid Family Disputes in Your Estate Plan

One of the main estate planning goals of many people is to avoid having a family fight over their estates. There are very few things that can be more destructive to a family than a fight over an estate. Once the fight begins it becomes nearly impossible to regain family harmony because of the deep [...]

2016-11-24T10:52:00-07:00November 24th, 2016|Family Feuds|0 Comments

A Bypass Trust Might Still Be Your Best Option

Relatively recent changes to federal estate tax law have made bypass trusts less popular than they used to be. However, they are still good in many circumstances. It used to be a complicated process for a married couple to get the most out of the estate tax exemption. When one spouse passed away his or [...]

2016-11-23T10:08:00-07:00November 23rd, 2016|Trusts|0 Comments

Do You Want a Will or a Trust?

One of the first things that people have to decide when they start thinking about estate plans is whether they want to use a will or a trust. Both have their advantages. If you start asking your friends and family or look on the Internet for estate planning advice, then you are likely to receive [...]

2016-11-22T10:13:00-07:00November 22nd, 2016|Trusts, Wills|0 Comments

Two Basic Types of Estate Planning Documents

Estate planning can sometimes seem like it requires a long, complicated list of different documents. It can be helpful to break those documents down into two basic categories. Once you start planning for your estate you can quickly get bogged down trying to figure out what all of the different estate planning documents are. There [...]

2016-11-21T11:45:00-07:00November 21st, 2016|Preparing for Consult|0 Comments

You Are Not Done When You Get an Estate Plan

Getting a formal estate plan from an attorney is not the final step to prepare for your estate. Estate planning is a lifelong process. If you have taken the important steps of going to an estate planning attorney, discussing your wishes for your estate, having the attorney craft your plans and executing those plans, congratulations. [...]

2016-11-18T09:52:00-07:00November 18th, 2016|Current Affairs|0 Comments

Steps to Get an Estate Plan

Getting an estate plan often seems more difficult than it is. If you follow a few basic rules and steps, then you can get a good estate plan with little hassle. Many people have the mistaken idea that getting an estate plan is an overly complicated process. They let this idea stop them from doing [...]

2016-11-17T10:58:00-07:00November 17th, 2016|Preparing for Consult|0 Comments