Estate Planning Archives

Structuring Inheritance to Protect a Child With Addiction

Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.

Posted on: January 29, 2025

Probate for Real Estate Held in Multiple States: Out-of-State Property Management

Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.

Posted on: January 27, 2025

Millionaires Aren’t the Only Ones Who Need Estate Planning

If you ask an expert, they’ll say the ideal time to start your estate-planning journey is when you turn 18—regardless of your wealth, health status, or life path.

Posted on: January 24, 2025

How to Locate Missing Assets in Estate Administration

Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.

Posted on: January 22, 2025

How to Discuss Estate Planning with Aging Parents and Adult Children

Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.

Posted on: January 20, 2025

How to Balance Love and Legacy in a Second Marriage?

Navigating the complexities of blended families requires careful consideration of both emotional dynamics and legal rights to ensure that everyone's interests are protected.

Posted on: January 17, 2025

Estate Planning for Freelancers and the Self-Employed

Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.

Posted on: January 15, 2025

The Executor's Checklist: Key Responsibilities and Timelines for Probate

Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.

Posted on: January 13, 2025

Review and Update Estate Plan in the New Year

The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.

Posted on: January 10, 2025

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