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Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help

The following are important questions to ask yourself, as the answers are a critical part of creating a comprehensive estate plan.

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Successor Trustee Compensation

Asking someone to serve as your fiduciary is not something that you should take lightly, but should be considered as a heavy responsibility.

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How Much Authority Does a Trustee Have Over the Stuff in My Trust?

As a fiduciary, a trustee must protect the trust’s investments and act in the best interests of the beneficiaries.

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Should You Share Your Estate Planning Details With Loved Ones?

Know that there are both advantages and disadvantages to revealing private information related to your estate plan with others.

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Assembling Your Own (Estate Planning) Team

With a proper team of professionals, you can feel secure, knowing that all facets of your future are being considered.

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Disability Panels to Take Back Control

Choosing a group of people you trust for your disability panel to determine if you are incapacitated is super important for your estate plan.

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Can Artificial Intelligence Programs Write Basic Estate Planning Documents? 

While AI may be able to generate basic estate planning documents, including wills and trusts, there is no guarantee that they will be valid and enforceable.

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What is a Harmless Error Statute?

Harmless Error Statute—A Saving Grace When somebody dies without a legally recognized will, their money and property are typically subject to default state rules that determine who will receive it. To assert control over who will receive their money and property and who will wind up their affairs, many people …

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Choosing A Trustee

Naming a successor trustee is vital to ensure someone can manage the trust if you become incapacitated or pass away.

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What Not to Include in Your Estate Planning Documents

While an estate plan is needed to smoothly transfer your assets to family and loved ones, you want to avoid adding unneeded information.

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