The importance of reviewing and updating your estate plan Once you have completed an estate plan, it is important to review the plan periodically to address changes to your circumstances, or to the laws. The estate plan reflects your situation at the time of...
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Probate & Estate Planning
What goes into a comprehensive estate plan?
Some Additional Considerations in Estate Planning When preparing a will and any trusts which may be appropriate for “estate planning,” one should consider additional documents which help one prepare for his or her inability to make medical decisions and business...
The importance of naming a health care agent
Whatever your age, there may come a time when your physical or mental condition prevents you from making your own healthcare decisions. You may not be able to communicate what types of potentially invasive end-of-life procedures you want to have. Health care power of...
What does not belong in a will
You may not want to sit down to draft a will and other estate documents. Take some time to get a good idea about what does and does not go into a will. Creating an estate plan to dispose of your personal property, as well as tangible and intangible assets, will keep...
How can you find a good long-term care facility?
Finding a long-term care facility is often part of the estate planning process for many, as not everyone can - or wants to - live on their own as they get into their later years. But how do people find the right care facilities? What sort of red flags should a person...
Top mistakes to avoid while estate planning
An estate plan is an important tool that can benefit a person's family in the event of incapacity or death. A few of the issues which should be considered follow. Assig backup beneficiaries and agents In drafting a will it is important to name a primary and a...
What skills do executors need?
When creating an estate plan, it is important to give time and thought to who you want as your executor. After all, this is a critical role in the overall estate. To make the best selection, it is important to understand what executors need. What skills should they...
What are some reasons to have an irrevocable trust?
Trusts can be a valuable estate planning tool. Some trusts are revocable and some are irrevocable. Because an irrevocable trust cannot be revoked, they are usually created only for specific reasons. Once you place assets into an irrevocable trust, you cannot change...
What does your will need to address?
Preparing a will is one of the most important parts of the estate plan. This document is what your Executor will follow in order to handle your assets. Each state has its own formalities which must be followed in order for a will to be legally enforceable. What...
Nursing home residents vulnerable to undue influence
Undue Influence and Isolation of the Elderly Undue influence is that influence asserted by a dominant party over a vulnerable one designed to substitute the dominant party’s will for the free will and choice of the vulnerable party. Factual considerations in...