Creating an estate plan is an important task for all adults. Whether you have a large estate or just a few assets to hand down, this plan becomes the roadmap for your loved ones to follow.  While some people are familiar with things like wills, trusts and powers of...

Beyond wills and trusts, a critical component of estate planning that is often overlooked but equally essential is a financial power of attorney. This is a legal document that grants another individual to manage your financial affairs on your behalf when you are...

If you’re drafting an estate plan, you may be very conscious of the issues that an estate dispute – a dispute between your beneficiaries after you pass away – can create. Working to avoid estate disputes can help ensure that your assets are distributed correctly, that...

An estate plan typically includes a will. The will can help clarify the testator's last wishes. It should include a list of assets and people who should benefit from the estate. However, a will is also susceptible to probate, estate taxes and disputes. To avoid these...

Starting a business is no small feat, but safeguarding its continuity through generations is an even greater challenge. Business succession planning involves transferring the leadership and ownership of a company from one generation to the next. This process can be...

When you start estate planning, you’ll need to look at your assets. You know you’re going to pass away while you still own some of those assets, and you want to leave them to your children and other heirs. Your estate plan gives you a way to make arrangements in...

You know that everyone needs an estate plan. It’s unclear exactly when they’ll need it, but everyone can make plans for future healthcare decisions or the distribution of their assets. That said, you probably think of estate planning as something that elderly people...

Timeshares can often be overlooked in estate planning, but they should be carefully considered during it like any other property. A well-managed plan can protect this asset and allow for a seamless transition to your heirs, preserving happy vacation memories for...

You and your spouse have a beach house or a vacation home that you have taken the children to over the years. It’s a special place for your family, so you want to leave it to them in your estate plan.   Certainly, your heirs may be thrilled about this plan, as...

Estate plans often include multiple different documents that each serve a special purpose. Wills often serve as the most important individual document in an estate plan because they identify beneficiaries and provide instructions regarding the care of someone's...