5 GREAT TRAITS OF AN ESTATE PLANNING ATTORNEY

An estate planning attorney must have several positive attributes. For many people, their estate is relatively simple with the majority of their assets going to family members. If you have a large estate, the complexities may make it more difficult to plan effectively on your own.

Read More

3 TIPS FOR OVERWHELMED EXECUTORS

While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being an executor (sometimes called a personal representative) requires a high level of organization, foresight, and attention to detail to meet responsibilities and ensure that all beneficiaries receive the assets to which they are entitled.

Read More

5 TRAGIC MISTAKES PEOPLE MAKE WHEN LEAVING ASSETS TO THEIR PETS

A pet trust is an excellent way to make sure your beloved pet will receive proper care after you pass on. The problem, of course, is that you won’t actually be there to see that your wishes are carried out. It’s critical to set up a pet trust correctly to ensure there are no loopholes or unforeseen situations that could make your plans go awry.

Read More

WHY YOUR ESTATE PLANNING PROJECT MUST MORPH INTO A PROCESS

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.”

Thinking of your estate plan as a single project or task to complete and move off your list is a common approach – but it’s also an approach that can land you in considerable hot water. Here’s why it’s essential to view your estate plan as a process, rather than a project.

Read More

YOUR ESTATE PLANNING BINDER: TIPS FOR PROPER CARE AND MAINTENANCE

YOUR ESTATE PLANNING BINDER: TIPS FOR PROPER CARE AND MAINTENANCE You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up some important “mental space” that…

Read More