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IR Global

Moving to a New State? Update Your Estate Plan

IR Global on

Arizona is a popular destination for people who are considering moving to a new state. According to the U.S. Census Bureau‘s American Community Survey, over a quarter of a million people move to Arizona every year....more

Adler Pollock & Sheehan P.C.

Make Your Estate Plan “Letter” Perfect

Adler Pollock & Sheehan P.C. on

Are you creating or updating your estate plan? Primarily, you need a will that divides up your assets among beneficiaries. Then you can complement it with other documents, such as financial and health care powers of attorney...more

Harris Beach Murtha PLLC

Including Digital Assets in Your Modern-day Estate Plan

Harris Beach Murtha PLLC on

In the ever-increasing digital world, it is important to consider your digital assets when preparing your estate plan. Your digital assets can hold tremendous economic and sentimental value to you and your loved ones, making...more

Cole Schotz

Common Errors that Arise during an Estate Administration

Cole Schotz on

In our busy practice, we tend to see certain recurring errors. In particular, we see planning errors that arise during the estate administration process after someone dies. Below are a few of these common errors, and, in the...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You Haven’t Created a Road Map for Your Estate Plan

Adler Pollock & Sheehan P.C. on

You’ve probably spent a lot of time creating documents for your estate plan, including a will, trusts and a power of attorney. While these documents are essential for your plan, your family could also use a “road map” to...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2019: Put pen to paper How a letter of instruction can benefit family harmony

Adler Pollock & Sheehan P.C. on

A person’s will is the centerpiece of his or her estate plan. Typically, it’s the most important document used in estate planning and is created before any other. A document that complements a will is a letter of instruction....more

Harris Beach Murtha PLLC

Trusts and Estates Group News: Estate Planning Enters the Digital Age

Harris Beach Murtha PLLC on

One reality of modern life is our increasing reliance on digital information and services. It’s difficult to take and then order prints of photographs, accumulate travel rewards, book travel, sort through financial records,...more

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