Tag Archives: Avoiding Probate

“Queen of Soul” Left Behind a Holographic Mess

World-renowned singer Aretha Franklin died on August 16, 2018, at the age of 76 in Detroit, Michigan.  Franklin’s two marriages had ended in divorce and she had four children, the first when she was only twelve years old.  She reportedly … more

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John Singleton Survived by Outdated Will

John Singleton, writer and director of the seminal 1991 film, Boyz n the Hood, died on April 29th at the young age of 51.  Singleton, who had reportedly been diagnosed with hypertension, suffered a stroke on April 17th and was … more

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Your Estate Planning Goals

> Estate planning is about much more than just who will receive your assets after death. > Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your loved ones. … more

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U.S. Supreme Court Rules on Beneficiary Designation Dispute

> Relying on state or federal laws to administer your estate is never advisable. > Beneficiary designations supersede the provisions of a Will or Trust. > By organizing your assets as a part of your estate planning, you can ensure … more

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Estate Planning for the Single Person

> Every legal adult should ensure that his or her wishes are clearly stated in proper estate planning documents.   > Safety nets available to married individuals with children are not as reliable for single individuals.   > Failing to … more

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2018 Estate Tax Update

POWER POINTS > The Tax Cuts and Jobs Act increases the estate and gift tax exemption to $11.2 million per person in 2018. > Estate plans that are outdated or fail to consider the estate tax at the state level … more

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The Empty Trust

POWER POINTS > The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. > An unfunded Trust fails to take advantage of one of the greatest … more

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Painless Estate Planning

Creating a responsible estate plan does not have to be as painful or difficult as many people believe. As a matter of fact, the whole process can be completed within a few weeks. More importantly, once it is complete, you … more

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Estate Planning, Marriage and Divorce

When considering marriage or a divorce, your estate planning is likely low on the list of priorities. However, these are significant changes in a family situation that should trigger an immediate review of your existing estate planning documents or preparation … more

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Year-End Estate Planning To-Do List

> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan.   > If you do not have an estate plan in place, the end of the year is an ideal time to … more

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