A Power of Attorney, if used carefully, is a very important estate planning tool.
An personal representative must be ready at all times to account for a trust property.
Life insurance is a great way to give a potentially sizeable gift to a charity, without it costing you a fortune.
Recently I had an elderly couple in my office, with several children and many grandchildren. They had never done any estate planning—ever.
When planning, how do you make sure your estate makes the best use of your dollars.
The new law was intended to modernize succession law, reduce statutes and introduce a new administration for small estates.
People writing or revisiting their will must show a capacity to understand the basic elements of their will.
Co-owners may develop different needs/wants in relation to the jointly owned property or the relationship may deteriorate.
Seek the advice of an estate planning specialist to discuss alternatives before you transfer those assets.
“Should I appoint a professional executor/trustee in my will, or a close family member/friend?”
How you hold title to your property is extremely important for your estate plan.
Money left to charities through these bequests have a major impact on the work charities are able to do
There are a wide range of obligations to fulfill…but you may renounce your executorship so that the alternate executor may act.
A representation agreement names someone to make health care decisions for you if you become mentally or physically unable.
Here are some simple questions to help you plan the state of your estate you leave behind.
There are a number of important estate planning considerations which arise for you if you have a business
By not having a will, you effectively lose control over who gets your estate, how much and when.
Trying to avoid probate fees may seem like a good idea, but joint ownership can create a whole host of problems.