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When Is It Time to Change Your Estate Plan?

Getting a estate plan in place is a great way to protect yourself, your family and your legacy.  When you completed your plan, it reflected a snapshot of your life at that time.  After a few years go by, maybe that snapshot isn't accurate anymore.  Things will change over the [...]

By |August 8th, 2014|All Categories, Estate Planning|Comments Off on When Is It Time to Change Your Estate Plan?

Why Do We Procrastinate Estate Planning?

Numerous studies show that unfortunately, the majority of people haven't completed their estate plans.  While most people will admit that they know they need to create an estate plan, but they put it off.  But why is it that people tend to procrastinate on their estate planning?  Here are some [...]

By |July 16th, 2014|All Categories, Estate Planning, FAQ|Comments Off on Why Do We Procrastinate Estate Planning?

More heirs wait as wills dole out money slowly

(Reuters) - When Juliann Reynolds' husband died of cancer in 1992, she had to decide how to plan her own estate. The now-retired speech therapist from Rancho Cucamonga, California, knew she had to safeguard the future of her young daughter, Maren. Still, the possibility that her daughter might receive a [...]

By |June 26th, 2014|All Categories, Estate Planning|Comments Off on More heirs wait as wills dole out money slowly

$59 trillion to go to heirs, charity by 2061

The greatest wealth transfer in history is underway, according to a new report. A study from the Boston College Center on Wealth and Philanthropy projects that $59 trillion is expected to be passed down to heirs, charities and taxes between 2007 and 2061. The study said heirs will receive $36 [...]

By |May 28th, 2014|All Categories, Estate Planning|Comments Off on $59 trillion to go to heirs, charity by 2061

Oscar Winners Teach Five Lessons On Estate Planning

Thanks to Danielle and Andrew at Trial and Heirs & Probate Lawyer Blog for this great article! The 2014 Oscars are complete.  Trial & Heirs looks back at past Oscar winners like Philip Seymour Hoffman, Elizabeth Taylor, Heath Ledger, Frank Sinatra, and Marlon Brando.  Their estates illustrate important estate planning [...]

By |April 16th, 2014|All Categories, Estate Planning, Rich & Famous|Comments Off on Oscar Winners Teach Five Lessons On Estate Planning

Florida Estate Dispute Caused by ‘E-Z Legal Form’ is a ‘Cautionary Tale,’ says Justice

Ann Aldrich used an “E-Z Legal Form” when she made out her will in 2004, a decision that proved to be a good choice for two nieces who cited the document’s lack of a residuary clause. In a decision issued last week, the Florida Supreme Court ruled for the nieces, [...]

By |April 8th, 2014|All Categories, Estate Planning, Litigation, Probate|Comments Off on Florida Estate Dispute Caused by ‘E-Z Legal Form’ is a ‘Cautionary Tale,’ says Justice
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