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The Recipe for a Satisfying Estate Plan

Fri 5 Feb, by on Estate Planning, Probate

The Recipe for a Satisfying Estate Plan

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be further from the truth. Estate planning is the process of making decisions about what happens to you, your money, and your property when you pass away or can no longer make decisions for yourself. Thus, estate planning should be standard practice for every adult age eighteen or …

You Inherited a Retirement Account: Now What?

Fri 22 Jan, by on Estate Planning, Probate

You Inherited a Retirement Account: Now What?

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to reduce your current income tax liability, grow your savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and large, this is what most American workers have done. The result is that Americans have gradually amassed huge amounts of wealth …

What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

Thu 21 Jan, by on Estate Planning, Probate

What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18, the law views them as an adult, and you no longer have the ability to control what and how decisions are made, or even receive relevant information about those decisions. For most parents, this is a rite of passage. They just have to sit back and …

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Wed 13 Jan, by on Estate Planning, Probate

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor Nellie can simply go down to the courthouse or hop online and find out about your probate. Really.  It’s Not Just Nellie That Has Access… After a death, most states require that …

Is Your Estate Plan Incapacity Proof?

Fri 8 Jan, by on Estate Planning, Probate

Is Your Estate Plan Incapacity Proof?

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate. As medical knowledge and technology have improved over the decades, so too has modern medicine’s ability to keep people alive for much longer. It is no accident that in many areas of the country, …

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