In my regularly updated blog, I discuss topics such as why everyone needs an estate plan regardless of income, what happens when someone passes away without a plan in place, what common mistakes people make, and why your plan should be updated regularly. Review these posts to familiarize yourself with the basics of estate planning, then contact me to schedule a complimentary Legal Strategy Session.
- Page 3
-
What is the Purpose of a Codicil?If you're looking to make a change to your will, it's important to understand what a codicil is and how it is used.
-
Can You Have a Trust Without a Will?Although both documents are part of an estate plan, can you have a trust without a will? You can, but you need to consider whether that's a good idea first.
-
Can My Personal Representative Be Removed?Can your personal representative be removed if your family isn't happy with how they are managing your estate?
-
Why is a Pet Trust Important?If you've got pets, you should understand why a pet trust may be an important document in your estate plan.
-
Why You Shouldn't Put Your Will in a Safe Deposit BoxAlthough many people think a safe deposit box is the best place to keep documents safe, when it comes to your will, it's not the best place to store it.
-
What is a FERPA Release form?When your child turns 18 & heads off to college, they legally become adults and an essential document that often goes overlooked is the FERPA release.
-
Nobody Wants to be the Executor of an EstateEven though you may be nominated as the executor of an estate, you may not want to be and you may be able to decline as well.
-
How Frequently Should I Update My Will?It's commonly recommended that you update your will every 3 to 5 years.
-
Probate Court and Your PrivacyProbate Court filings are public and it's important to understand the implications for the privacy of your legacy when you die.
-
Why Do You Need Probate?It's important to understand why you need probate so that you can understand how assets are distributed after someone dies.
-
Can I Give My Children an Early Inheritance?You don't have to wait until after you're gone to leave behind your legacy, but there are pro's and con's to consider before you do so.
-
6 Retirement Account Mistakes to Avoid for Your Estate PlanIt's important to balance your retirement account planning with your other estate plan documents to take advantage of all the planning methods available.