When considering options for estate planning, the terms used can be confusing: wills, trusts, power of attorney, living will. But one that is not as common is pour-over will. While most people make a choice between a will and a trust, a pour-over will actually works with a trust to make sure that everything that […]
Distribution of assets
Tips for avoiding a will contest
Probably one of the most easily avoided types of lawsuit is the will contest. While it may be an attempt to get more assets than other family members, many times it is as much about the principle of equal treatment. Unless there is some type of undue influence that can be proven, chances are that […]
This is not your mother’s estate planning
While estate planning seems to be far down the priority list of most people, it seems to be even more likely with older women. Female baby boomers seem to have followed in the footsteps of their mothers, assuming that estate planning and finances are for fathers and husbands. But things have changed significantly for the […]
Where there’s a will, you can read it
The recent death of James Gandolfini, best known as mobster Tony Soprano on the HBO series, is a reminder that it is never to soon to create an estate plan even if just a will. At the relatively young age of 51, the actor’s sudden death has left a reportedly $70 million estate with more […]
Unusual assets need special attention in estate planning
When you think of estate planning, you think of houses being deeded or beneficiaries collecting on life insurance policies. But it is very rare to think of assets like tickets to sporting events as being a part of estate planning. Think again… Many athletic programs, both professional and collegiate, have families who have had season […]
