Complete Estate Planning

Over a lifetime, people can accumulate a lot of “stuff”. This can ultiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a…

One of the most important parts of the estate planning process is choosing the right people as “fiduciaries” to handle affairs on your behalf if you get sick or pass away. This can include medical, f…

Once estate planning documents are signed, it is important to keep them both safe AND accessible. Many people do not consider the importance of where to store your documents after they are prepared. …

Aretha Franklin, known by many as the “Queen of Soul,” died back in 2018. While she has been gone for a number of years, there have been a number of mysteries surrounding her estate. This has include…

When thinking about an inheritance, most families visualize individual “shares” for each beneficiary (whether a $ amount or % of the overall estate). For families with children, they very often creat…

Lisa Marie Presley (who was the only child of Elvis Presley) died back on January 12 th , 2023. She left behind her mother (Priscilla Presley), and her daughter (Riley Keough). Her son (Benjamin Keou…

There are a lot of misconceptions when it comes to joint ownership and how it applies to certain situations. In this episode, Nick will be discussing some pitfalls that can happen when there's an ass…

When you develop a relationship with any professional in a specific industry, it's common knowledge that you do not have to be close friends in order to work together. But should you at least like th…

While there is NEVER a substitute for a complete, well-thought-out estate plan, shortcuts and alternative ways to transfer your assets DO exist. Many types of assets allow beneficiary designations, t…

When people think of their “estate” within estate planning, many common assets come to mind. There are proper protocols and procedures for transferring bank accounts, investments, retirement accounts…

In most circumstances, it is best to work with an estate planning attorney who is local and understands the laws of the state you live in. However, special consideration needs to be given to people w…

As people age, they tend to rely on others to help out. Spouses, children, and other family members often step in to help handle everything from the finances to cutting the grass. If there are no fam…

Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Tr…

Many families (and their attorneys) treat estate planning as a one-time transaction. They “set it and forget it.” However, you are ahead of the game! You have decided to have a review meeting with yo…

When putting together your estate plan, you want to make sure that your assets are going to causes and people you care about. This can be difficult if someone you would like to pass assets down to st…

You may have heard about this in the news, but Lisa Marie Presley died on January 12th (2023), at the age of 54. Lisa was the only child of Elvis Presley. She left behind her mother, Priscilla Presle…

If you own a home (or multiple homes), you understand that it may be difficult to have multiple co-owners on a property. For many families, the home is also one of the largest assets. Let’s walk thro…

When leaving an inheritance to children or grandchildren, many families prefer to treat everyone the same. Each child (or grandchild) will receive an equal share of the inheritance. While it is the “…

Many people go through the estate planning process in order to provide for their loved ones and/or to allow someone to make decisions on their behalf if they fall ill. However, there are also specifi…

Estate planning (like many things) is always best handled LONG before it is needed. However, even a well-thought-out estate plan should be reviewed periodically. If the family is aware that “the end …