Estate Planning

Life estates can be an excellent tool for Medicaid planning, probate avoidance, and tax efficiency, but there are potential problems and risks to understand before creating one. Is a life estate right for you?...

Medicaid 101

Many websites offer customized, do-it-yourself wills and other estate planning documents. Although these products are convenient, using them could create serious and expensive legal problems for heirs. ...

Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust.

Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have a plan and make your wishes clear.  ...

More and more transactions are done digitally, but estate planning has lagged behind technology. That may be changing, though. Even before the coronavirus pandemic made social distancing necessary, electronic wills were gaining legitimacy. ...

While the internet makes our lives more convenient, it also adds new complications.  For example, what happens to all our online data and assets if we become disabled or die?...

Talking about estate planning is a difficult, emotional topic but it’s essential for every family.  These eight tips can help you discuss the hard topics thoroughly and respectfully and prepare you for the road ahead.

There are many unknowns when planning an estate, but you can’t let the uncertainties get in the way of creating any kind of plan. Having an imperfect plan is usually better than having no plan at all. ...

Litigation over James Brown’s estate has been dragging on for 14 years, but the case just took a big step towards resolution. ...