Estate Planning

May 28, 2014
Piggy Bank

$59 trillion to go to heirs, charity by 2061

The greatest wealth transfer in history is underway, according to a new report. A study from the Boston College Center on Wealth and Philanthropy projects thatRead More
April 16, 2014
Oscar winner Philip Seymour Hoffman

Oscar Winners Teach Five Lessons On Estate Planning

Thanks to Danielle and Andrew at Trial and Heirs & Probate Lawyer Blog for this great article! The 2014 Oscars are complete.  Trial & Heirs looksRead More
April 8, 2014
Florida Estate Dispute Caused by ‘E-Z Legal Form’ is a ‘Cautionary Tale,’ says Justice

Florida Estate Dispute Caused by ‘E-Z Legal Form’ is a ‘Cautionary Tale,’ says Justice

Ann Aldrich used an “E-Z Legal Form” when she made out her will in 2004, a decision that proved to be a good choice for twoRead More
March 24, 2014
When Is The Best Time To Plan Your Estate?

When Is The Best Time To Plan Your Estate?

Many people only starting thinking about estate planning once they reach retirement age. After all, the “normal” progression of life is to get out of school,Read More
March 3, 2014
Paul Walker

Five Estate Planning Lessons From The Paul Walker Estate

Thanks to Danielle and Andrew at Trial and Heirs & Probate Lawyer Blog for this great article! Paul William Walker IV was the star of theRead More
February 3, 2014
Top Tips for 2014

Top Tips for 2014

Now that the holidays have wound down and life is returning to normal, it’s time to get down to the business of those New Year’s resolutions. Read More
January 24, 2014
When Do I Need to Update My Estate Plan?

When Do I Need to Update My Estate Plan?

If you already have an estate plan, congratulations!  You have taken a big step to protecting yourself and your family.  However, many people make the unfortunateRead More
December 12, 2013
Qualified Domestic Trust

Qualified Domestic Trusts – When a Spouse Isn’t a U.S. Citizen

Estate planning can become a bit tricky if your spouse is not a U.S. citizen.  Why?  For estate tax purposes, U.S. citizens have a huge taxRead More
November 26, 2013
George Washington’s Last Will and Testament

George Washington’s Last Will and Testament

George Washington’s Last Will and Testament, 9 July 1799 [Mount Vernon, 9 July 1799] In the name of God amen I George Washington of Mount Vernon—aRead More
November 22, 2013
Benefits of Having a Power of Attorney for Your Finances

What is a Durable Power of Attorney?

What is a Power of Attorney? A Power of Attorney (“POA”) is a document someone signs (the “principal”) giving someone else (the “agent”) authority to doRead More