Wills and Beneficiaries

Designating Beneficiaries and your Will: Don’t leave it all to just one of your kids When people think about their estate plan, they mainly focus on what goes in their will.  Frequently, in planning meetings, we spend a great deal of time focusing on who the...

Intestate with Property

Winding up an estate is a difficult task, one that can take a toll on the decedent’s family and loved ones. This process, however, is infinitely more challenging when the person dies intestate (without a will). Real property is particularly difficult to distribute...

Will Writing and You

How To Write A Will, Part 1: Preplanning Before you even sit down to write a will, you’ll want to put some thought into the things that you want your will to cover. There are several questions you’ll want to think through. What tangible property do you have? Think...

4 Documents Every Single Single Person Needs

Married people have their spouse.  Single people don’t.  This affects planning, tax consequences, medical treatment authorization, and end of life decisions.  Here are the four documents that every single Single person should have. 1. Power of attorney. It...

Top 10 Reasons to Update your Estate Plan, Part 3

We covered the first six reasons to update your estate plan in parts one and two. 7.  A Substantial Change in Assets By planning and structuring your estate, you can minimize taxes, keep more money in the your beneficiaries pockets, and avoid a potentially costly...

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