Tag Archives: heir

How to Know If You Should Choose a Corporate Trustee

Planning for how your money and assets will be taken care of after you pass away is not the most pleasant or exciting thing to do.

It requires thinking through situations that can cause feelings of fear and uncertainty. However, it is essential to face and come to terms with those decisions. You must determine what...
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Do Video Wills Hold Up in Court?

In the golden age of the smartphone, you’re never far from a camera.

This has made the sharing of videos and photos easier than ever before. Easy access to a quality camera has led many people to wonder: can I make a video will? More importantly, folks are curious about whether such a “will” can hold...
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Account Beneficiaries: Why You Should Review Them Regularly

How your accounts are owned has a big impact on your estate plan.

The main objective is usually to ensure that no accounts and property are in only your name when you die.

When property is owned by only one person, they go into probate upon that person’s death. This is a costly, public, and time-consuming court...
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6 Critical Things You Should Have at Your First Estate Planning Meeting

If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law.

Your initial meeting with an estate planning attorney is a good opportunity to discuss your family’s financial situation as well as your concerns and goals. If you are...
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