While everyone needs individualized legal advice on what language their estate planning documents should contain, the following are some of the most common and important clauses which should be [...]
To minimize your family’s level of distress and conflict after your death, consider writing a letter of instruction to ensure they understand and will honor your desires. This letter is not to [...]
You may have done estate planning to designate who your major assets, such as homes, vehicles, and life insurance policies, will be passed along to but incorporating smaller personal belongings [...]
It is important for Trustees of irrevocable life insurance trusts to understand their duties which exist even while the insured is alive. Some of the most important duties are: The Trustee must [...]
Many married couples file joint tax returns but problems can ensue when the IRS determines that under-payment has occurred and decides criminal fraud has taken place. It is often the case that [...]
Probate disputes can become time consuming and expensive processes which is why many prefer to settle outside of court through arbitration or mediation as alternatives to a full court [...]
When an individual goes to the hospital, they may not be admitted right away. If one is not “admitted” to the hospital, Medicare will not pay for hospitalization and a patient may have a large [...]
If for financial or tax reasons you do not wish to receive an asset for which you are a beneficiary, you can use a qualified disclaimer to pass this asset instead to other listed beneficiaries. [...]
During estate planning, it is crucial to learn about the different levels of privacy that various estate planning documents provide you. If you choose to leave assets through a will, that will [...]