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Estate Planning › Documentation

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 -
Offit Kurman

Not Keeping Records of Your Purchases and Sales, Location, and Authentication Documents – Implications of Restrictions and...

Offit Kurman on

The provenance of any item is essential to determining its value. Proper documentation of an item’s history and proof of chain of title help establish authenticity, ensuring the highest fair market value at the time of sale....more

Offit Kurman

Not Maintaining an Up-to-Date Inventory of Art and Collectibles for Estate Planning

Offit Kurman on

A well-organized inventory is essential for effectively managing and planning the distribution of collectibles, including art. Clients may struggle to track their assets without an inventory, making future distribution and...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

Lippes Mathias LLP

Three Essential Estate Planning Documents Everyone Needs

Lippes Mathias LLP on

A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and financial decisions. These...more

IR Global

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

IR Global on

Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond...more

Jaburg Wilk

Five Steps to Take Before Meeting With an Estate Planning Attorney

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Taking the step to schedule a meeting with an estate planning attorney can be difficult. Many people procrastinate taking this important first step which can create problems for loved ones who may be unexpectedly left behind....more

Allen Barron, Inc.

Tax and Estate Planning for Small Business Owners and S Corporations with No Employees

Allen Barron, Inc. on

Many small business owners mistakenly believe business succession planning and estate planning is for those with substantial wealth. This is simply a myth which does not reflect the nature of business or home ownership....more

Kohrman Jackson & Krantz LLP

The Role of AI in Estate Planning: Benefits and Limitations

Kohrman Jackson & Krantz LLP on

As AI increasingly becomes part of our everyday lives, individuals and families are exploring the use of AI programs to prepare estate plans. The answer to whether AI can be used for this purpose is, of course, yes. AI...more

Rivkin Radler LLP

Legal Spring Cleaning and Refreshing Your Affairs

Rivkin Radler LLP on

Springtime is the time of year to start fresh. This ritual does not just apply to clearing the clutter, refreshing the inside of your house, and completing home improvement projects. It is also a good time to organize and...more

Husch Blackwell LLP

Guide to Reviewing Your Estate Plan

Husch Blackwell LLP on

Because so many things can change with time, we recommend that our clients review their estate plans every three to five years and update plans as needed. These periodic reviews help to ensure that your affairs are in order,...more

Ward and Smith, P.A.

Ensuring a Furry Future: Estate Planning for the Pets We Love

Ward and Smith, P.A. on

Pets are not just animals, they are cherished members of our families, providing unconditional love and companionship. That is why, as responsible pet owners, it is our duty to ensure that our beloved furry friends are cared...more

Allen Barron, Inc.

Estate and Tax Planning for US Expatriates

Allen Barron, Inc. on

What are the most important elements of estate and tax planning for US expatriates?  Are you planning to move out of the United States?  Are you a US taxpayer who lives and works outside of the country?  What are some of the...more

Ruder Ware

Estate Planning Considerations for Business Owners

Ruder Ware on

When your days are consumed with running a business, it can be hard to look ahead towards tomorrow’s to-do list, much less towards a to-do list for something far in the future, like estate planning. If you’ve pushed off...more

Chambliss, Bahner & Stophel, P.C.

Do You Need a Trust?: Estate Planning Q&A

Chambliss, Bahner & Stophel, P.C. on

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning are:.....more

Warner Norcross + Judd

[Webinar] Family Business Succession – The Good, the Bad and the Lessons Learned - May 23rd, 12:00 pm - 1:00 pm ET

Warner Norcross + Judd on

Join Warner Norcross + Judd LLP attorneys Charles Ash, Matt Johnson and Laura Morris for a webinar discussion on family business succession and the challenges and opportunities to a successful transition. In this webinar, we...more

Foster Swift Collins & Smith

Executing Estate Planning Documents Outside of Attorney's Office

Foster Swift Collins & Smith on

Occasionally clients will request, for one reason or another, that I mail them the originals of the estate planning documents I prepared for them so that they can have them executed outside of my office at a bank or some...more

Baker Donelson

Include Health Care Planning in Your Estate Planning

Baker Donelson on

The COVID-19 pandemic has given all of us a chance to take inventory of our lives and consider the "what ifs" of our health care situation. Advance care planning is for everyone. As we have seen, COVID-19 can impact anyone,...more

Baker Donelson

Estate Planning Considerations: Documentation and Peace of Mind

Baker Donelson on

With the introduction of the American Taxpayer Relief Act of 2012 (Act), the world of estate planning has been injected with a dose of certainty after more than 10 years of uncertainty as to federal estate, gift and...more

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