Estate Planning Articles
1: Q and a of Wills (2)
Creating a will is the starting point of estate planning, but it certainly should not be the ending point.
2: Elder Law
The practice of elder law is an area of expertise that developed from the need of a growing population of senior citizens with specific legal issues
3: Will Updates
Despite its purpose, a will is a living document, meaning it should be updated or changed as situations warrant and life changes occur. We discuss how wills are updated or changed.
4: The Role of a Trust in Disability Planning
One aspect of estate planning involves disability planning, which is creating a contingency plan in case of incapacitation in later years. A living trust is one estate planning tool that can often be put to good use within a disability plan.
5: Holiday Shopping and Estate Plans
T’is the season for holiday shopping, but some holiday shopping tips could just as easily be used for estate planning.
6: Estate Planning with Second Marriages
Estate planning for clients who are in their second marriage often presents some
challenges that are not present where the clients are in their first marriage.
challenges that are not present where the clients are in their first marriage.
7: Duties of the Executor of a Last Will and Testament
When most people create their Last Will and Testament, they nominate a spouse, partner, child or parent as the executor of the Will without giving much thought to what the position of executor actually entails.
8: How to Get the Most Out of A Grantor Retained Annuity Trust
Given the typically high rate of both gift taxes and estate taxes, the grantor retained annuity trust, or GRAT, has become a popular estate planning option over recent years.
9: How Does an Irrevocable Life Insurance Trust Operate?
The avoidance of estate taxes and the often costly and lengthy process known as probate, are two important goals of many estate plans.
10: 3 Estate Plan Changes to Make Now
An estate plan, once created, is not set in stone. You can, and should, make changes to your plan as time goes on.
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