Your estate plan is a living document. It responds to changes in your life, such as marriages, divorces, births, and deaths. One way to ensure that your estate planning documents remain current is to incorporate milestones. These statements keep your estate plan flexible and are one way to hedge against an unpredictable future. Adding these […]
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Suppose you have spent your whole life building your wealth. You wanted to provide for your loved ones long-term, well after you were gone. But what if one of your children is a little irresponsible? Imagine a situation where one of your children has access to their inheritance and blows the first distribution in no […]
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No one wants to believe their family member would contest their estate plan by alleging they weren’t competent to write it. This is more likely when you disinherit someone who ordinarily would have received money and property from you or if you have been diagnosed with a mental condition that is associated with deteriorating mental […]
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If you haven’t designated beneficiaries or set up pay-on-death or transfer-on-death instructions for your accounts or property you own in your name only, your family may have to go through the probate process to claim their inheritance when you pass away. Writing a Last Will and Testament is an excellent start to developing a comprehensive […]
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In a perfect world, transferring money, property, and legacies from one generation to the next would be seamless. The paperwork and other concerns associated with the death of a loved one would pose minimal stress and family and loved ones could focus instead on the grieving process and remember their deceased loved one in peace. […]
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Before heading off to your next great adventure, take a few minutes to review this quick checklist and identify an important estate planning issue you may need to address. Do you have a basic estate plan? Have you met with your estate attorney to create an estate plan: a set of instructions that are memorialized […]
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Cryptocurrency is an amazing advancement that allows for secure and private transactions. However, extreme security and privacy can backfire if you lose the ability to access your cryptocurrency or never tell anyone how to access it upon death. Because cryptocurrency is so new, your estate plan may not include information about your cryptocurrency investments, which […]
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What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (QPRT) is a type of irrevocable trust that allows the owner of a personal residence to transfer the title and ownership of their home to their trust for a set number of years, usually 5-20. When the QPRT terminates, home ownership is […]
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Inheriting money or property brings mixed emotions. You may be experiencing a significant loss, but you are also receiving a gift. The question is: is it a gift that you want? Your inheritance may provide new opportunities that lead to a better life, but it can also present unintended logistical or financial difficulties that you […]
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Assisted reproductive technology (ART) is any fertility treatment in which eggs or embryos are handled. ART procedures generally involve stimulating the ovaries to produce eggs and then surgically removing the eggs from a woman’s ovaries. The eggs are combined with the sperm in a laboratory setting, and then the eggs are implanted in the uterus. […]
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