How can I ensure good communication with my estate planner?
The antique clock chimed twice, its resonant gong echoing through the dimly lit study. My grandfather’s will lay open on …
How Can I Protect My Assets with a Trust?
My grandfather always said, “Look after your pennies, and the pounds will look after themselves.” He was a frugal man, …
Who can solve my estate planning problem quickly?
The phone rang just as Sarah was about to walk out the door for her yoga class. It was her …
How do I document an issue for fixing with an estate planning attorney near me?
My grandfather’s will was a mess. It was handwritten, faded, and riddled with inconsistencies. When he passed away, my family …
How does estate planning differ for retirees versus younger families?
Estate planning is a crucial process for individuals at every life stage, yet the priorities and complexities significantly shift when …
How does a testamentary trust treat capital gains distributions?
Testamentary trusts, established through a will and coming into effect after someone passes away, often hold assets that have appreciated …
How does a testamentary trust affect Medicaid eligibility?
Navigating the complexities of Medicaid eligibility, especially when testamentary trusts are involved, requires careful planning and a thorough understanding of …
How do you structure plans to account for family conflicts?
Estate planning is often viewed as a logistical exercise, a meticulous arrangement of assets and directives for their distribution. However, …
How do you help clients plan for business succession?
Business succession planning is a crucial, yet often overlooked, aspect of long-term financial and estate planning. As an Estate Planning …
How do you handle estate planning when beneficiaries live in different states or countries?
Estate planning is a critical process for ensuring your assets are distributed according to your wishes after your passing, but …