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Fit for a Queen: What We Can Learn from Queen Elizabeth’s Estate Plan

Fit for a Queen: What We Can Learn from Queen Elizabeth’s Estate Plan

by Caress Law, PC | Nov 14, 2022 | Estate Planning

It probably doesn’t come as a shock that the royal estate of Queen Elizabeth II was enormous—valued at around $27 billion. While the Queen herself had a more modest net worth—around $500 million—the facts of the matter are simple: a massive transfer of wealth is in...
[Episode 12] Fact or Fiction? Common Myths of Estate Planning

[Episode 12] Fact or Fiction? Common Myths of Estate Planning

by Caress Law, PC | Nov 7, 2022 | Podcast

Does a Will avoid probate? Will the state take my assets if I die without a Will? Should I name my eldest child executor of my estate? These questions are answered in this episode while we bust the common myths of estate planning.   Subscribe to the podcast and listen...
[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust

[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust

by Caress Law, PC | Oct 25, 2022 | Podcast

Do you need a Pour Over Will? The answer may surprise you. In this mini episode, we go over the Pour Over Will. What it is, when it is needed in your estate plan, and how it works with a Revocable Trust. Links and Resources Should I Have a Will or a Trust? What is...
Why Today is Better than Next Week When the Goal is to Mitigate Risk

Why Today is Better than Next Week When the Goal is to Mitigate Risk

by Caress Law, PC | Oct 7, 2022 | Estate Planning

Drawing up a thorough and well-considered estate plan is the only way to ensure that your family will be properly provided for after you pass away. However, even the best laid plans usually aren’t executed seamlessly. Unexpected occurrences are likely to affect your...
My Estate Plan Is a Decade Old: Will It Fail?

My Estate Plan Is a Decade Old: Will It Fail?

by Caress Law, PC | Sep 23, 2022 | Estate Planning, Trusts

You took charge of your estate. You met with your lawyer, drafted a will, filled out an advanced directive for healthcare, and maybe even set up some kind of trust. You’re all set, right? Well…if you haven’t updated your estate plan in a while, the answer is probably...
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