wills

Aretha Franklin: Too Much Estate Planning

Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly probate litigation. But as the legal saga of Aretha Franklin’s estate shows, too much estate planning—in particular, planning that introduces uncertainty about your final wishes—can also be problematic.After her death, there are lessons to learn [...]

2024-05-10T12:57:05+00:00Estate Planning, Trusts, Wills|

Gloria Vanderbilt: No Trust Fund Kids for Her

We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are set to pass down $84 trillion to younger generations.1 Every parent wants to see their children succeed. But some may wonder whether an inheritance will help promote or hinder the future success of their children. [...]

2024-05-10T12:39:52+00:00Estate Planning, Trusts, Wills|

Assembling Your Own (Estate Planning) Team

Some of us may enjoy games like fantasy football that allow us to assemble our own star team with the players we think will provide the most value. While fantasy football is fun to participate in, have you thought about the importance of establishing your own dream team? Just like in fantasy football, each player [...]

2023-12-12T22:07:07+00:00Estate Planning, Taxes, Wills|

Do Not Become a Statistic

Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning. Whether you need to create an estate plan or update an [...]

2023-10-06T00:14:53+00:00Estate Planning, Trusts, Wills|

Important Probate Rules You Should Know

When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who the living relatives are, and their relationship to the person who died. If the deceased person did not have a trust [...]

2023-05-10T17:33:08+00:00Estate Planning, Wills|
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