Summer Travel, That Special Time of The Year Vacationers have so many things to do before they leave home. Between summer travel reservations, packing, and asking someone to pick up your mail, it may be hard to get it all done. There’s another matter that should be added to your to-do list, however. It’s not an...
You have probably heard about the probate process. In fact, you may have read about celebrity estates gone bad or tips for avoiding probate altogether. Still, it is a good idea to understand exactly what it entails. Someday, you may be involved in probate for a loved one. Your loved ones may be involved in probating...
Maria has a small child, a daughter named Alyssa. Lionel is an unmarried business owner. Simon is a college student with few possessions or debts. They all have something in common: they don’t have estate plans. In fact, when asked why they don’t have Wills, they all engage in the same estate planning excuses. They don’t...
Brian finally decided to sign a Will. As he chatted with his estate planning attorney, they discussed other documents that typically make up a complete estate plan: a durable power of attorney and health care power of attorney or health care surrogate designation. They also discussed optional documents, like the Living Will. Brian was left wondering,...
In a previous blog, we discussed Florida’s electronic wills law. Though passed by the legislature, it was vetoed by Governor Scott. At the time, Nevada was the only state that permitted Wills to be in electronic form. Some important changes have happened since the previous blog article was published. First, let’s look at why Governor Scott...
Dan D. owned several businesses, including some with high potential liability. For example, his roller skating rink had been sued several times. His boat tours of the coast were enjoyable, but there was always the possibility of property damage, injury or even death. Some of his other business concerns carried fairly high levels of debt. In...
You may wish to protect your property from divorce, civil judgment, and creditors. One possible way to accomplish this is to use a DAPT - a Domestic Asset Protection Trust. However, only a handful of states allow this type of trust, and their laws vary. It’s important to research the best place for your circumstances to...
Probate – it seems like something most people want to avoid or minimize at the very least. However, a decedent’s property must pass through probate to heirs and beneficiaries, right? Not always. There are techniques for keeping your probate estate small that may help your heirs get their inheritance more quickly and pay less in expenses....
Estate plans should include a Last Will and Testament, a durable power of attorney, and a medical power of attorney. Some people also prepare other documents, like a Living Will or a trust. But, when you start working on your estate plan, how will you know what is the right trust for you? Consider Your Goals...
Esther shrugged as she read the headline, 4 Common Estate Planning Single Adult Errors and How to Avoid Them. She didn’t bother to read the article. Esther thinks because she is young, single with no kids, and a modest bank balance that she does not need an estate plan. Esther is wrong. Even single adults –...
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