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Estate Planning When One Child Is More Successful

Some families are blessed with a child that is extremely successful in terms of wealth. This condition can make planning an estate more challenging than it would normally be.

Do Not Underestimate The Size Of Your Estate When Making An Estate Plan

Making an estate plan is an important step in taking control of your financial life, but you must have an accurate and complete picture of your overall net worth and potential for growth of your net worth in the future.

The Dangers Of Estate Plan Of Jointly Titling Bank Accounts With A Child

That practice is putting their name on a bank account with their child or what is also known as having the bank account titled jointly.There are reasons to title a bank account jointly with a child that would convince someone that this would be a good idea.

Sharing Information With Your Estate Planning Attorney

There will come a point when the conversation with your estate planning attorney may get uncomfortable or personal and you feel that you should not reveal everything and hold some information back.

Choosing The Estate Plan You Want Or The Estate Plan You Need

There comes a time when you must decide what your estate plan will ultimately look like. Plans for your estate come an many different forms, but one key distinction to make between choices is the plan you want versus the plan you need. The plan that you want may not always be the plan that you need.

Surprises Are a Bad Thing For An Estate Plan

Everyone likes a good surprise from time to time. There are some situations where a surprise can be welcome. An estate plan is not one of these situations. A surprise in an estate plan can lead to difficulties and difficulties can cost your estate money.

Wills & Trusts (and other handy Estate Planning documents)

There are no good excuses for not having Estate Planning documents in place.

Estate Planning For Owning Real Estate In More Than One State

Owning Real Estate in multiple states is a dream for many, but a reality that many have already achieved. This means you could have a residence in one state and a vacation home in another state.

You Do Not Have To Leave A Dollar To Disinherit Someone In An Estate Plan

There is a popular misconception that is part wives tale part urban legend that the best way to disinherit someone, particularly a child, is to leave them a dollar in your will.

Why Should You Include Your Children Or Loved Ones When Making An Estate Plan?

here is a veil of confidentiality that allows one to keep their plan guarded and for their secrets to be taken to the grave.

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