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Estate Planning

Charitable Bequests in Your Last Will and Testament: Will Your Intentions be Accomplished?

By Ann Salek   |  June 11, 2019

Many people satisfy their philanthropic goals through their estate plan, but this requires careful planning to ensure that your charitable intentions are accomplished.

Should I get Remarried? Estate Planning Issues Surrounding Remarriage (Part 1 of 2)

By Ann Salek   |  April 18, 2019

As people live longer, remarriage becomes more and more common. People may lose their spouse or divorce while still contemplating a long life ahead for themselves. Statistics show that the largest population of people getting remarried are in the age

Charitable Donations Through IRA Planning

By Ann Salek   |  March 21, 2019

What have I built during my life, both personally and financially? What type of legacy do I want to leave? Planning your estate is the ideal time to consider your philanthropic goals.

Everyone Needs Estate Planning

By Patrick Noser   |  October 4, 2018

A common misunderstanding is that only wealthy people need wills. Just the words "estate planning," make the process sound more daunting—and expensive—than it really is.

Certainty in the Face of Untimely Death: Guidance on Naming a Guardian

By Sarah Baker   |  March 27, 2018

I regularly hear the following excuse regarding why parents of minor children have not completed their estate planning: an inability to decide on who will act as the guardian of their minor children in the event of the parents' untimely death. While there are numerous reasons parents should plan for the possibility of death, designating their children’s future caregiver(s) should rank high on that list.

Charitable Donations Through IRA Planning

By Ann Salek   |  October 5, 2017

Planning your estate is the ideal time to consider your philanthropic goals. Once you establish your goals, you can then work with a planner to determine the most financially savvy and expeditious avenue to accomplish those goals.

Keywords: estate planning

Did You Know You Can Control How Old Your Kids are When They Receive Your Assets?

By Sarah Baker   |  March 31, 2017

Parents wishing to delay delivery of assets to their children beyond age twenty-five can do so by setting up a trust. A common misconception is that trusts are only for the ultra-wealthy. A trust can provide numerous benefits beyond simply delaying the age at which children receive assets.

Estate Planning and Elder Law: When Do I Need a Trust

By Ann Salek   |  December 12, 2016

In my estate planning and Elder Law practice, I am often asked, "Do I need a trust?" Many people hear about their friends or family that have a trust and they think maybe they need one too.

Providing for Pets in Your Estate Planning

By James Lanham   |  February 3, 2016

The bottom line for pet estate planning is that four legged friends may be some of your most important possessions while you live, so consider providing for their keep when you are no longer able to care for Fluffy or Fido.

Estate Planning Archive:

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