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Serving as the personal representative of an estate is a very demanding and is often thankless responsibility. People have to accept hours of personal obligations in court and elsewhere to fulfill their duties. They have to talk with beneficiaries and family members,...
If you’re making an estate plan and you have a life insurance policy, you do not necessarily need to include it in the plan. Understandably, this is a major asset. Many people think that they need to mention it in their will or discuss how they want the money to be...
When someone passes away, it is likely that they are still going to owe taxes. For instance, maybe they own their own home and so they have to pay property taxes once or twice every year. The taxes for the year that they pass away may still be due at that time....
Just one of the many advantages of having an estate plan is that you can detail what kind of send-off you’d like after you’re gone. Whether it’s a simple family gathering with your remains sprinkled at a favorite spot or a traditional funeral with family, friends and...
It’s wise to update your estate plan. It’s not the type of thing that you can just do and forget. This is especially true because it’s usually a good idea to make an estate plan early. Your family may not actually have to use the plan for decades, but you want to make...
There are many ways to use a trust. One example is to use a discretionary trust, where the trustee gets to work with the beneficiary to make decisions on how the money is spent. Another option is to choose a specific focus. Maybe you want the trust to help your heir...
At first glance, you may be under the impression that all an estate plan is for is to designate heirs who will benefit from the distribution of your assets. Additionally, you may have funeral arrangements made and cost accommodations in your estate plans. However,...