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Disability Panels to Take Back Control

March 15, 2023

When you create an estate plan, it is an admission of your mortality. But even if you accept that you are not going to live forever, you may be slower to face the possibility that you could become incapacitated before you die. Although it can be an uncomfortable topic, incapacity is an essential but often […]

Estate Planning

Why the Knives May Come Out at Death

March 8, 2023

The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured whodunit intrigue surrounding the murder of a wealthy author and surprise changes to his will. While Knives Out endeared itself to fans because of its […]

Estate Planning

What You Need to Know About Beneficiary-Controlled Trust

March 1, 2023

Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create a beneficiary-controlled trust in which the person you name as the trust’s primary beneficiary has rights, benefits, and control over the property held by the […]

Estate Planning

Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision

February 22, 2023

Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps you need to take as soon as possible to address your spouse’s accounts and property and secure your own future. If your spouse’s will or […]

Estate Planning

Aaron Carter: A Life Gone Too Soon

February 15, 2023

Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died in November at the age of thirty-four. Aaron’s untimely passing is one of the more tragic celebrity deaths of 2022. It is also one of the messiest from an estate planning perspective. The late singer, who struggled […]

Estate Planning

Have You Thought Through Your Retirement Plans?

February 7, 2023

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life. However, before you begin this next chapter, you need to make sure that you have fully thought through this […]

Estate Planning

What Is the Effect of an Unrecorded Deed?

January 27, 2023

A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the grantee). In many cases, this transfer occurs due to the property being sold, with the seller transferring the property to the buyer. Typically, a deed is recorded with the local county recorder […]

Estate Planning

Want to Leave Your Retirement Account to Your Minor Child?

January 20, 2023

Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they think it is a way of easily transferring their wealth if something happens to them. However, there are some factors that make this type […]

Estate Planning

Goodness Gracious! What Jerry Lee Lewis's Estate Plan Could Look Like

January 13, 2023

Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a glimpse into lifestyles beyond our wildest dreams. But celebrities face many of the same estate planning issues that the rest of us do, such as which tax planning strategies to […]

Estate Planning

Pros and Cons of a Family Limited Partnership

January 6, 2023

Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. Whether you seek to protect yourself, your investments, and your family from taxes, creditors, or probate, a family limited partnership (FLP) is a strategy worth […]

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How to Avoid the Five Major Estate Planning Mistakes

Estate Planning Blog

Disability Panels to Take Back Control

Why the Knives May Come Out at Death

What You Need to Know About Beneficiary-Controlled Trust

Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision

Aaron Carter: A Life Gone Too Soon

Have You Thought Through Your Retirement Plans?

What Is the Effect of an Unrecorded Deed?

Want to Leave Your Retirement Account to Your Minor Child?

Goodness Gracious! What Jerry Lee Lewis's Estate Plan Could Look Like

Pros and Cons of a Family Limited Partnership

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