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Have These Estate Planning Documents?

Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out.
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Don't Forget Your Pet in Estate Plan

Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
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Revocable Living Trust for Incapacity

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
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Handling Your Inheritance

It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
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Disinherit a Family Member?

If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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Estate Planning Wills and Trust Funds.

Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
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Give the Kids My House?

Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the "American Dream" includes not only buying a house but also passing that same home on to their children.  Financial advisers have largely supported this tactic for passing along generational wealth.
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State Inheritance Tax?

How much will your children—or other heirs—pay when you die? That depends on whether you live in a state with no death tax.
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Is Mick Jagger Estate Planning?

Mick Jagger is getting candid about the Rolling Stones’ legacy.
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Two Types of Power of Attorney

Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
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