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Estate Planning › Wealth Management › Wills

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Lerch, Early & Brewer

Ten Reasons Why You Should Prepare a Will

Lerch, Early & Brewer on

Creating a last will and testament is the first step in creating an estate plan – a critical planning tool to ensure that your wishes are honored and that your loved ones are cared for after your death....more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2024

Shumaker, Loop & Kendrick, LLP on

Sharing is caring - How much should you tell your loved ones about your estate plan? After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more

Burns & Levinson LLP

Spring Cleanout – What Happens to Your Personal Property When You Die?

Burns & Levinson LLP on

When someone passes away, their family members are often left responsible for handling the decedent’s property – both real and intangible. Many difficulties come with handling the decedent’s intangible property, such as bank...more

BakerHostetler

Next Generation Legacy Management - The Essence of Developing, Managing and Implementing a Plan for Future Generations

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BakerHostetler has introduced a revolutionary breakthrough in the age-old art of estate planning. FinClar (short for financial clarity) is a proprietary digital experience offering transformative legacy management to highly...more

Burns & Levinson LLP

Surprise: The MUPC, Intestacy, and Childless Couples

Burns & Levinson LLP on

Once upon a time, I was a young newlywed. My spouse and I always assumed that because we had no money, no kids, and were married, we were each other’s heirs. We had numerous conversations about how neither of us needed a will...more

Kohrman Jackson & Krantz LLP

Securing Your Legacy: Embracing Digital Estate Planning with iOS Legacy Contact

Kohrman Jackson & Krantz LLP on

UNDERSTANDING ESTATE PLANNING MISCONCEPTIONS - There’s a misconception that estate planning is mainly for the wealthy or those concerned with asset protection. In reality, estate planning serves the practical purpose of...more

McDermott Will & Emery

West Coast Forum 2023 | Key Takeaways

McDermott Will & Emery on

McDermott’s Private Client Practice led interactive discussions on a broad range of topics pertinent to ultra-high-net-worth families, their family office representatives and other advisors at our Private Client West Coast...more

Conyers

Private Client & Trust Middle East Bulletin

Conyers on

Recognised as a global leader in private client advice, our Cayman Islands and British Virgin Islands (BVI) Private Client & Trust teams have been working with clients in the Middle East for decades. Our experienced team of...more

Harris Beach PLLC

Estate Planning: Eight Steps to Take Now

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Many think estate planning is only a concern for those who are later in their stage of life or wealthy. They put it off for years, or entirely. Estate planning is for everyone and essential to maintain financial security...more

McGuireWoods LLP

Once Removed Episode 13: It’s 5 o’Clock: Do You Know Where Your Will Is? A Lesson From Aretha Franklin

McGuireWoods LLP on

If you had to say where your will is located right now, could you? Despite the importance of that document, many clients are not sure where the original is located. In this episode, Steve discusses the case of Aretha...more

Adler Pollock & Sheehan P.C.

Glossary of Estate Planning Terms

Adler Pollock & Sheehan P.C. on

Estate planning has a language of its own. While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For quick reference, here’s a glossary of terms you’re...more

Winstead PC

The Baby-Boomer Generation & The Largest Succession of Wealth in History: The New Frontier in Asset Recovery - Presentation

Winstead PC on

David F. Johnson participated in a panel presentation entitled “The Baby-Boomer Generation & The Largest Succession of Wealth in History: The New Frontier in Asset Recovery?” for the Offshore Alert Miami Conference on April...more

Proskauer - Worth It Podcasts

[Podcast] Episode 9: Collecting Cryptocurrency After The Account Owner’s Death

Proskauer - Worth It Podcasts on

Heirs of owners of cryptocurrencies have concerns that they will not be able to gain access to and collect cryptocurrencies after the death of the owner. In this episode of Worth It, partner Hank J. Leibowitz and associate...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, March/April 2023

Shumaker, Loop & Kendrick, LLP on

Funding long-term care expenses: What are your options? Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more

Chambliss, Bahner & Stophel, P.C.

What Are the Benefits of Having a Testamentary Trust?

Chambliss, Bahner & Stophel, P.C. on

There are various benefits to creating a testamentary trust. This article discusses the benefits of adding a testamentary trust to your estate plan....more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: Your Estate is Tied Too Closely to Specific Gifts

Adler Pollock & Sheehan P.C. on

Your will is designed to provide for the disposition of your possessions and tie up any loose ends in your estate. To accomplish these goals, you may include specific bequests to named beneficiaries. For example, you might...more

Burns & Levinson LLP

Capacity and Estate Planning: What You Need to Know

Burns & Levinson LLP on

As our loved ones get older, we want to ensure that they have planned for their future. This often means having an estate plan in place to handle the distributions of their assets upon their passing or to plan for their...more

Burns & Levinson LLP

Will My Estate Plan Protect My Loved Ones?

Burns & Levinson LLP on

It is a common misconception that if a person has a will, there will be no need for court proceedings upon their death. In Massachusetts, however, a will must always be admitted to probate, a process requiring various forms...more

Burns & Levinson LLP

Why Young Adults Need Estate Plans Too

Burns & Levinson LLP on

After graduating college and getting your life started, you are filled with pride, excitement and anticipation for your new career and freedom from school. Your last thought is to hire an attorney and prepare an estate plan....more

Sands Anderson PC

When Two Trusted Advisors Disagree

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Occasionally, you may receive conflicting advice from two people – both people you trust, both skilled in their fields. How do you decide what to do?...more

Proskauer Rose LLP

Wealth Management Update - February 2022

Proskauer Rose LLP on

February 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts....more

Burns & Levinson LLP

Dying Without a Will — What’s the Worst that Can Happen?

Burns & Levinson LLP on

It is very difficult for many of us to acknowledge that death is, eventually, a certainty for all of us. It’s a topic we’d like to avoid altogether, and it’s something we often avoid planning for because to plan for death is...more

Robins Kaplan LLP

[Webinar] Ripped from the Case Law - October 13th, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Robins Kaplan LLP

[Webinar] Representations of Wealth Planning and Conflict in Film and Literature: What Can We Learn from Such Depictions? -...

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Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Robins Kaplan LLP

[Webinar] Panel: The Influence of News and Other Media on Client Expectations - October 1st, 1:00 pm - 2:00 pm CT

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Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

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