How to Create an Estate Plan That Handles Real Estate Appropriately

Advice for Handling Real Estate During Estate Planning Real estate is one of the most common items bequeathed in a will, but it is not quite as simple as you might think. According to property estate planning lawyers, you need to consider several important factors before deciding how to handle real estate. Consider...

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Legal Requirements for Removing a Fiduciary

Legal Course of Action for Removing a Fiduciary When a grantor does their estate planning, they carefully choose the person or people who they trust to administer their final wishes. As such, the court takes allegations of impropriety very seriously, and it is not an easy task to remove a fiduciary from their...

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Estate Planning Transfers Wealth, Reduces Estate and Property Taxes

Complex Estate Planning Benefits You and Your Beneficiaries Complex estate planning ensures that your wealth, assets, and small business will be transferred smoothly to your designated beneficiaries after your death. It took you a lifetime to acquire your properties, savings, pension, and 401k retirement funds, so...

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What Do You Do If a Parent Dies Without a Will?

What Happens If a Parent Dies Without a Will? About 14% of individuals younger than 30 have a will, and 68% of Americans aged 65 and older have a will. What happens when someone dies without a will, and why is this document important? Here are some of the most important things you should know. What Is the Term for...

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4 Tips on How to Choose the Right Conservator for Your Assets

Choosing the Right Conservator for Your Assets A conservator manages and makes decisions on your behalf when you are incapacitated. They assume the responsibility of managing your estate. Therefore, a conservator is legally authorized to make financial decisions regarding your assets. What to Consider When Choosing a...

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How a Medicaid Trust Preserves Your Assets

Getting Nursing Home Care While Preserving Your Family's Inheritance The cost of a semiprivate room in a nursing home has shot past $90,000 per year, placing a significant burden on families and threatening inheritances. Families end up needing Medicaid assistance so their loved ones can have long-term care. Working...

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Determining Property Valuations During Estate Administration

Property Valuation Strategies for Estate Administrators The biggest investment most people make during their lifetimes is a home, and it is the largest asset they leave behind after their passing. Given the volatility of the real estate market, a current property valuation is essential in settling the estate, yet...

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Avoiding COVID When Doing Estate Planning

Navigating COVID-19 Concerns While Managing Estate Planning When it comes to the reality of COVID-19, we now have to address many different "what if" situations that were previously unheard of. While most of us are fortunate to have never actually gone through a pandemic of this magnitude before, it has definitely...

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The Best Way to Establish Gifts in Your Estate Plan

Ways to Use Gifting in Your Estate Planning Tragically, 95% of the people who died as a result of COVID-19 were seniors, and many didn't have a chance to properly establish their estates. Unfortunately, thanks to COVID-19, the need to engage in appropriate financial planning has accelerated. Fortunately, a competent...

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