To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business. Read more
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly. Read more
Being named as an executor in a loved one’s Last Will and Testament is a big responsibility. It is important to understand what you are agreeing to before you step into the role as executor. Read more
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family. Read more
Most estate planning starts with a will. The legal document covers what to do with your assets and provides important direction on the care for minor children. Read more
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place. Read more
For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true. Read more
Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years. Read more
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind. Read more
