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    Home / Archives for Estate Planning

    There’s More to Estate Planning Than What You See

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    For many people, estate planning is all about one thing: deciding what will happen to their assets—such as bank accounts and real estate—upon their passing. However, there’s more to estate planning than what you see on the surface. And if you neglect to dig deeper, you could make errors that cost you and/or your family in the future. Here are some of the many things you should think about: Creating a trust: There’s nothing wrong with considering the creation of a will, but a trust offers … [Read more...] about There’s More to Estate Planning Than What You See

    Beneficiary Designations and the SECURE Act Basics

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    Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more. … [Read more...] about Beneficiary Designations and the SECURE Act Basics

    Concerns to Discuss With Your Estate Planning Attorney

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    The nice thing about having a close relationship with an estate planning attorney is the ability to discuss all your concerns, no matter what they may be. Your legal team is always available to address your concerns, answer your questions, and put your mind at ease. It’s your hope that you never have concerns to discuss with your estate planning attorney, but don’t expect this to be the case. There are sure to be times throughout your life when you need to consult with your lawyer on a variety … [Read more...] about Concerns to Discuss With Your Estate Planning Attorney

    How to Begin the Estate Planning Process

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    You’ve come to the conclusion that there’s no better time than now to create your first estate plan. Congratulations! Although it’s a challenging process, as you’ll come face to face with many questions and concerns, it’s extremely rewarding in the long run. The first thing you need to do is prepare for the estate planning process. This differs from one person to the next, but there are some basic steps anyone in this position can take. Here are three of them: Write down your short … [Read more...] about How to Begin the Estate Planning Process

    Don’t Take These Risks When Creating an Estate Plan

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    Creating an estate plan will pull you in many different directions. On one front, you want to do what’s best for you and your loved ones, no matter what it takes. Conversely, you’re not excited about spending too much time on the process, as it’s not your idea of a good time. It’s natural to look for ways to cut corners. However, if you take an unnecessary risk, it could cost you and your loved ones time and money in the long run. Not to mention the stress that it can add to your … [Read more...] about Don’t Take These Risks When Creating an Estate Plan