A Last Will and Testament is Important

A Last Will and Testament is a document that memorializes the wishes of the testator. When a person dies without a Will, his or her assets are distributed in accordance with the state laws of intestacy. When this occurs, assets are distributed in a specific order to the decedent’s next of kin, which may not […]

Even Single People Need an Estate Plan

A person that dies without a Last Will and Testament is known to have died intestate. Dying intestate or without a Will can result in unintended consequences as well as chaos because the decedent’s property and possessions will then be distributed to their heirs in accordance with the laws of the state. When this happens, […]

Create an Estate Plan to Ensure Your Property Is Distributed as You Wish

Oftentimes, when a family member or loved one dies without a Last Will and Testament, it results in unintended consequences as well as excessive expense. When a person dies intestate or without a Will, his or her property and possessions will be distributed to their heirs in accordance with the law of the state. When […]

Be Sure You Have Advanced Directives in Place

Advanced directives are documents that assist in the event that a person loses the capacity to make decisions on their own behalf. These documents allow a designated agent to act on someone else’s behalf in order to make medical or financial decisions. It is recommended that those over the age of eighteen have advanced directives […]

Storing and Maintaining Original Estate Planning Documents

Creating and maintaining a comprehensive estate plan is essential to preserving assets and ensuring that a beneficiary’s financial needs are met in the event that a person should die. A thorough estate plan can be created at any age and should include a Last Will & Testament and advanced directives such as a Health Care […]

Authorization for Final Disposition

An authorization for final dispositions is a document that allows a person to designate who will be in charge of their body and funeral arrangements upon his or her death. In addition, the document provides family members and loved ones with specific instructions regarding a person’s wishes for their funeral and body disposition. The document […]

Should You Contest a Family Members Will?

While some people are pleased with the way a decedent allocated assets to his or her beneficiaries, others may not be. However, just because a person was not given what he or she felt they were entitled to, does not necessarily provide them with the grounds necessary to challenge a decedent’s will. An individual must […]

Protect Your Financial Future with a Comprehensive Estate Plan

Regardless of how many assets you own, estate planning is an important component of your overall financial plan. A properly expected estate plan can help to secure a financial legacy for loved ones and express medical decisions if you are unable to do so. Estate planning can be complex, so it is important to consult […]

Utilizing An In Terrorem Provision In A Last Will And Testament

An in terrorem is a Latin word meaning “in fear”. It refers to a provision within a Decedent’s Will to disinherit a beneficiary if he or she challenges the Will in any way. Instead of a beneficiary receiving what he or she may have been entitled to within the Will, the individual will receive nothing, […]

Having Assets in Multiple States

Today, it is common for retirees to have residences in multiple states. Some choose to keep his or her family home and acquire a small home in Florida to visit during the cold months. When a person who owns residences or financial accounts in two different states passes, an ancillary probate proceeding must be commenced […]

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