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...
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...
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...
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...
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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