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Estate Planning Blog

Asset transfer

Top Five Mistakes to Avoid When Passing Wealth to the Next Generation.

What could go wrong with this transfer of generational wealth? Several things, in fact.
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How Do Beneficiary Designations Work?

When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!
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limited liability company

The Advantages of Using a Limited Liability Company in your Estate Plan.

An LLC is a particularly flexible form of business entity that is governed by statute and most often is organized in the estate planning context as a ‘manager managed’ LLC.
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How Do I Start Saving for Retirement, if I’ve Been Lazy?

Time is one of your greatest assets or your worst enemy when planning for retirement. The earlier you start saving for retirement, the more time that money has to grow. That means you have to save fewer dollars earlier, in order to achieve your financial goals later.
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Couple signing power of attorney.

How a Durable Power of Attorney Prevents Complex Guardianship Issues

If you’re seeking guardianship or conservatorship for a relative who is unable to take care of their own personal or financial needs, get ready for the long haul.
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Elvis

Estate Planning Lessons from the King of Rock & Roll.

Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
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seniors

Legal Documents Does Every Senior Needs.

There is a general consensus that having a last will and testament is important. However, few people realize the necessity of having medical documents in place.
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Picture of Dog

Should You use a Pet Trust in your Estate Plan?

Specialized pet trust law has developed because of the huge popularity of pets in this country, and the strong desire of pet owners to provide for their pets, even after the owner's death.
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digital assets

Estate Planning for Digital Assets

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
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Estate Planning to Prepare for Cognitive Decline

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
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