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Estate Planning › Durable Power of Attorney › Beneficiary Designations

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Schwabe, Williamson & Wyatt PC

The Grad Pack: Estate Planning for Newly-Minted Adults

Schwabe, Williamson & Wyatt PC on

Did you know that as soon as your child turns 18, you lose automatic access to their health, school, and financial information? When a child turns 18 and becomes a legal adult, it’s a momentous occasion—filled with...more

Ward and Smith, P.A.

Estate Planning Considerations That Apply to Nearly Everyone

Ward and Smith, P.A. on

Our attorneys field questions every day about the nuanced estate planning issues that arise due to a client's unique circumstances, but there also are many fundamental estate planning considerations that apply "across the...more

Goulston & Storrs PC

Probate & Fiduciary Litigation Newsletter - April 2022

Goulston & Storrs PC on

This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New York. Our lawyers are at the forefront of this area of the law, shaping how it is handled in...more

Chambliss, Bahner & Stophel, P.C.

You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney

Chambliss, Bahner & Stophel, P.C. on

Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position....more

Burns & Levinson LLP

Too Young for an Estate Plan? Think Again

Burns & Levinson LLP on

For young adults, the inevitable is typically not at the forefront when it comes to making future plans, precluding many from giving any thought to what may happen to their assets on death. In reality, all young adults should...more

Ward and Smith, P.A.

Unpacking Your Estate Plan When Moving to North Carolina

Ward and Smith, P.A. on

If you have recently moved to North Carolina, you are not alone. According to the U.S. Census Bureau, more than 300,000 people who called North Carolina home in 2018 lived in another state the previous year. Whether your...more

Foodman CPAs & Advisors

This is the Time to Update Important Documents

Foodman CPAs & Advisors on

By unexpectedly raising apprehensions regarding mortality and quality of life issues that many Individuals were not addressing prior to the pandemic, the Covid-19 pandemic is provoking  individuals to think about their...more

Lowndes

Three Documents You Must Have to Protect Your Family During the COVID-19 Crisis and Beyond

Lowndes on

Naturally, COVID-19 has led to a large degree of uncertainty, which emphasizes the importance of having your estate plan in place – or establishing one if you have not done so already. ...more

Lewitt Hackman

What Happens in California if You Do Not Have an Estate Plan at Your Death?

Lewitt Hackman on

With the coronavirus pandemic, many people have asked, “what happens if I die without an estate plan?” Without a properly prepared estate plan, California does your planning for you. ...more

Burns & Levinson LLP

Updating Your Estate Plan in the Event of Divorce

Burns & Levinson LLP on

It’s advisable to review and update your estate plan with any change in personal circumstances, financial circumstances, changes in the law, or just the passage of an extended time. But if you’re in the midst of a divorce, or...more

Jaburg Wilk

Why Estate Planning is not Just for the Wealthy and Elderly

Jaburg Wilk on

In a youth-focused society, it is difficult to contemplate aging, let alone dying. Many young people assume, incorrectly, that estate planning is just for the elderly or the very wealthy. There are four reasons why everyone -...more

Adler Pollock & Sheehan P.C.

6 estate planning techniques for blended families

Adler Pollock & Sheehan P.C. on

A “blended family” is more than just a staple of TV sitcoms. Today, it’s not unusual for a household to include children and even grandchildren from prior marriages, as well as adopted family members or same-sex couples....more

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