In the diverse landscape of modern families, estate planning for blended families emerges as a unique subset requiring special attention. It involves managing delicate family dynamics while ensuring a fair distribution of assets.Open DialogueThe process begins with fostering open communication within the family. Discussions about estate planning may seem awkward, but they are vital. They […]
The simple will is the most common estate planning document, but a lot of people do not understand the details, limitations, and drawbacks. In this post, we will provide an overview so you can go forward with enough knowledge to make more informed decisions.Basic PurposeEveryone is aware of the fact that you can state your […]
Clients often come to an Estate Planning attorney with specific ideas in their minds. The attorney’s role is to counsel them regarding their plan, not just to draw up documents to accomplish it. Read on to learn more.
Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.” Read on to learn more.
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. Sometimes a “double disclaimer” is necessary to achieve the desired outcome. Read on to learn more.
Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more.