Can't Trust the Will Executor

What to do if you can’t trust the will executor

The purpose of a will is quite simple: a legal document recording what should be done with property, assets and personal belongings in the case of death. However, the actual process of executing a will is actually quite involved, requiring an assigned executor to complete it. However, this process can become even more complex in the case you can’t trust the will executor. In this instance, what can you do […]

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Client Alert

Do You Need a Will if You Do Not Have Children?

While wills tend to be more natural for couples with children, in order to ensure their children will be taken care of when they die, they can be more important for childless individuals. Wills can help determine who your assets will go to when you pass away, and sometimes, more importantly, who they will not pass to. According to U.S. News & World Report, over 55 percent of people do […]

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Tips for Saving Money in 2019

Saving money can be a lot harder than it seems. However, the beginning of the year is a great time to start changing your spending habits and begin saving more money for the future. According to CNBC, 20 percent of Americans have not saved any money for retirement. While more than 25 percent of people have saved at least $200 thousand, more than 75 percent of Americans stated they are […]

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Client Alert

Preparing For An Initial Consultation

Our firm is unique in the services we offer. We often deal with a substantial amount of assets and every individual and family has different estate planning and asset protection goals. If you anticipate attending a consultation with any attorney and you have significant assets, you may need to prepare for an initial consultation a little differently than other clients. Here are some tips to stay proactive from the onset. […]

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Beware Of Executor Misconduct

Executors are entrusted to administer an estate and fulfill their fiduciary duties under the law. Unfortunately, executors can breach these duties and leave beneficiaries to pay the price. Often, executors will go to great lengths to cover up misconduct. As the beneficiary of your late loved one’s estate, it can be a good idea to know how executors can breach their duties to prevent your inheritance from being compromised. Here […]

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Client Alert

5 Ways You Can Gift Assets To Charity

Charitable giving can leave a legacy of generosity for years and even decades after you have passed away. Not only does charitable giving have a philanthropic appeal, but it provides enormous income, state, capital gains, and gift tax deduction benefits. While some donors gift money during their lifetime, others bequeath assets to charity through wills and trusts that go into effect upon their deaths. Depending on the type of charity […]

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Client Alert

How Are Collectibles Appraised In Probate?

You are sorting through your deceased parent’s assets when you stumble upon their beloved stamp collection. You research the stamps and discover that they could be worth a substantial amount of money. In probate, it is critical to have collectibles appraised when compiling an inventory of the estate’s assets. As a personal representative, it can be a good idea to understand the basics of appraisals during probate and what you […]

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Strategic Planning Can Prevent Inheritance Theft

Inheritance theft can occur right under family members’ noses and, sometimes, the thieves will even get away with it. Fortunately, there are things you can do to protect your unsuspecting heirs and prevent a person with ill intentions from succeeding in their thievery. First, you must know what inheritance theft looks to prevent it from happening to your own estate. Types Of Inheritance Theft The larger one’s estate is, the […]

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Client Alert

Hiring A Team Of Legal And Tax Professionals For Your Estate Plan

Employing a team of professionals to plan, review and administer an estate plan can be the key to preventing unexpected setbacks in the future. One of the main ways you can avoid experiencing setbacks is by hiring professionals who can assist you with taxes. This is particularly true if you own a business, considerable insurance policies or significant assets. Here are the top three professionals you may want to consider […]

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Client Alert

Five ways to avoid probate

If you are worried about the time and expense of having your estate go through probate, there are a few things you can do so that your family will not have to deal with it. Here are five examples of ways you can avoid probate: 1. Start out with a small estate: If you can get it down under the probate exemption limit, you do not have to worry about it. The limit […]

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