Contesting a will is more common than you might think, but legal standing, valid grounds, and potential consequences all play a role in determining whether a challenge is worthwhile. Therefore, it’s essential to understand who can contest a will, the reasons for doing so, and what the process entails. Only certain individuals and institutions have […]
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Top Things To Do After the Death of a Loved One
Losing a loved one is one of life’s most difficult experiences, and in the midst of grief, it can be overwhelming to know what steps to take next. Whether a death was expected or sudden, there are both emotional and practical matters that must be handled. This blog outlines key actions to take in […]
Choosing Beneficiaries: A Simple Guide
A beneficiary is a person or entity you designate to receive financial assets upon your death. You have the authority to name beneficiaries for accounts you own, such as life insurance policies, retirement plans, brokerage accounts, and checking or savings accounts. These designations take precedence over any instructions in your will. Conversely, without a designated […]
Is It Time for an Estate Plan Review?
When was the last time you looked over your estate plan? Many people sign their documents and file them away without another thought, but this is not a one-time event. It is a process, and you should see it that way from the start. Major Life Changes That Call for a Review Life does not […]
Hulk Hogan and Disclaimers…?
When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his Clearwater, Florida home, I wondered if I’d have another celebrity estate gone awry to discuss. I found something different but equally important for Estate Planning practitioners: disclaimers.
What To Know About Special Needs Trusts
If you need to provide for someone who’s physically disabled, mentally disabled, or chronically ill but don’t want to jeopardize his or her public assistance disability benefits, special needs trusts are a popular strategy. Usually, such programs as Social Security Supplemental Security Income, Medicare, and Medicaid impose an income or asset ceiling. However, money put […]
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