Estate Planning Blog

The Estate Planning Law Firm You Can Trust
Book an Inital Call Now
Sort by Category:

Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Did Actress Anne Heche have a Will?

By: Nick Leydorf
The oldest son of Anne Heche has filed a petition to assume control of the late actress’s estate.
Read More ...
Posted on: September 28, 2022 |
Read More >

The Most Important Part of Estate Plan Is Planning for Living

By: Nick Leydorf
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
Read More ...
Posted on: September 27, 2022 |
Read More >

Another Reason Why You Need an Estate Planning Attorney

By: Nick Leydorf
elder couple working on protecting their assets
Property law can be complex and arcane, even for lawyers and judges. The rule against perpetuities is an example of how older property laws can influence how families transfer and inherit property rights.
Read More ...
Posted on: September 27, 2022 |
Read More >

What You Need to Do After a Spouse Dies

By: Nick Leydorf
In many marriages, one spouse manages the finances and the other manages the day-to-day household decisions and maintenance. But what if your spouse tragically, suddenly, passes away?
Read More ...
Posted on: September 21, 2022 |
Read More >

Why Does Everyone Need an Estate Plan?

By: Nick Leydorf
Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You—and the people you love—will be glad you did.
Read More ...
Posted on: September 20, 2022 |
Read More >

What Does Balance Say about Health?

By: Nick Leydorf
This simple, often neglected skill can pay huge dividends later in life.
Read More ...
Posted on: September 17, 2022 |
Read More >

Planning for Long Term Care Is Important

By: Nick Leydorf
What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?
Read More ...
Posted on: September 17, 2022 |
Read More >

The Risks of Creating Your Own Estate Plan

By: Nick Leydorf
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
Read More ...
Posted on: September 6, 2022 |
Read More >

Communication is Key in Generational Estate Planning

By: Nick Leydorf
a notebook with many questions
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
Read More ...
Posted on: May 10, 2022 |
Read More >

Here’s Why You Need an Estate Plan

By: Nick Leydorf
Extended Family
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Read More ...
Posted on: July 31, 2021 |
Read More >

Book an Initial Call

Let's Talk!

Schedule an available time to speak with us. We look forward to meeting with you!
Book an Initial Call

Stay Informed

Join Our eNewsletter

Stay informed and updated by subscribing to our eNewsletter!
Subscribe Now!
DisclaimerIMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by
magnifiercross