» Estate Planning

Probate court

Probate: How an Estate is Administered in Court

To process a decedent’s will it must go through a function called Probate, a method which judicial officials, including probate judges, process property. State laws may vary but the general process stays genuinely the same across the country. Read More
Close up of a person writing a letter by hand with a pen

Why a Letter of Intent is Crucial

A letter of intent (LOI) can be a valuable piece in your estate planning, and although it is an informal letter, it can more fully represent your financial and personal intentions after you die. Everyone knows they need to make a will, but this lesse… Read More
LGBTQIA Couple Holding Hands

Estate Planning in the LGBTQIA+ Community: Are There Differences?

Since the 2015 recognition of same-sex marriage being constitutionally protected, same-sex couples who are married have been able to enjoy the same rights as heterosexual couples when it comes to estate planning. But for unmarried couples, careful pl… Read More
Storing Directives on a Smart Phone

Storing Your Health Care Directives on Your Smart Phone? There's an App for That.

More Americans than ever can now store information on smartphones and tablet devices. Whether engaging in online banking, using a mobile plane boarding pass, or creating work calendars shared in the cloud, the internet of things provides needed conne… Read More
Lapse: What Happens to In…

Lapse: What Happens to Inheritance if the Beneficiary Dies?

A key part of your estate plan is your will. In addition to identifying who is in charge of handling your estate after your death, your will names who will inherit your property and assets. But what happens if that beneficiary dies before you do? For… Read More
cattle on the family farm

Estate Planning for the Family Farm

Suppose that mother and dad have run the family farm for a long time. Now, though, they’re getting on in years, and they’re considering moving into a smaller place. One of the daughters and her husband help run the farm, but the rest of the sibli… Read More
woman looking at laptop screen

Preparing for Your Aging Parents' Care

Although every situation is unique, one truism to preparing for an aging parent’s care is that preparation is crucial to success. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide t… Read More
A will provides instructions about who should receive a person’s money and property after the person’s death and who they would like to care for their dependents.

What Your Will Can and Can Not Do (Hint: It's Not a Magic Wand)

A will is a legally binding directive stating who will receive much of your property upon your death. Having a will allows you to appoint a legal representative or executor to carry out your bequests and name a guardian for your children. If you die… Read More
Beware of Undue Influence

Beware of Undue Influence

It’s the unfortunate truth that when our loved ones become elderly or ill, they become susceptible to manipulation from those who will defraud or steal. Targeted attacks on vulnerable older people to exert what attorneys deem undue influence consti… Read More
“For the 99.5% Act

“For the 99.5% Act": A Look at Proposed Changes and Estate Planning

On March 21, 2021, Rep. Jimmy Gomez and Sen. Bernie Sanders introduced a new bill into Congress called, “For the 99.5% Act.” The bill’s introduced form is only 18 pages long, but its potential impact on federal estate and gift tax l… Read More