Artificial Intelligence Programs Cannot Replace Estate Planning Attorneys
Artificial intelligence (AI) is becoming more commonly used in our daily lives. You may have wondered if AI can generate an estate plan for you. Although AI can produce some estate planning documents, there is…
November Newsletter – Give Thanks This Year with an Up-to-Date Estate Plan
Your Legacy: How Do You Want to Be Remembered? Amid the hustle and bustle of daily life, it’s common to delay matters such as securing an up-to-date estate plan. However, this November is an excellent…
Undoing a Revoked Will
Due to life circumstances changing, it may be necessary to modify estate planning documents. For example, you might decide to revoke your will due to the desire to change beneficiaries or reallocate assets. However, what…
What Happens to a Leased Car if the Lessee Passes Before the Term Ends?
Leasing a vehicle has become a widely embraced alternative to the conventional method of financing. Leasing arrangements provide the lessee, the individual leasing the vehicle, with reduced monthly payments. Upon completion of the lease term,…
October Newsletter – National Estate Planning Awareness Week
National Estate Planning Awareness Week We’re celebrating National Estate Planning Awareness Week! It’s time to raise awareness about the importance of estate planning and to encourage everyone to create a plan for their future. This…
Estate Planning Throughout Life
You can create your estate plan at any time. However, many people choose to start estate planning sooner rather than later. While life can be unpredictable, estate planning throughout life’s stages provides the peace of…
Collecting Debts on Behalf of Your Deceased Loved One Q&As
It’s common to partake in financial transactions that lead to owed money. For example, many people lend funds or lease property. However, the situation takes a unique turn when the individual entitled to receive this…
How Property Co-ownership Affects Estate Planning
Due to interest rates, low inventory, and inflation, the prices of homes have skyrocketed. For this reason, property co-ownership is common. People opt to partner with relatives or friends to buy property to lower individual…
Navigating Undue Influence in Trust Contests: Proof from Circumstantial Evidence
By Christine M. Allen, Esq. Trusts are powerful tools for individuals to manage and distribute their assets. Furthermore, they ensure their wishes are carried out after their passing. In addition, trusts ensure family members avoid…
Four Things Your Spouse Should Know
Married couples typically share nearly every facet of their lives. However, even the most intimate partners may hesitate to broach certain subjects when discussing death. While discussions about burial arrangements and remarriage can be awkward,…
Strategies for Executives to Achieve Their Estate Planning Objectives
As a business executive, you strategize and set goals for your professional endeavors. Have you taken the time to apply these skills to ensure the well-being of your family? If you still need to, our…
Estrangement & Estate Planning
Regrettably, family conflicts sometimes escalate beyond mere fleeting disagreements, leading to estrangement. Family estrangement refers to physical and emotional distancing among family. This separation often reaches a point where there is minimal or even no…
The Corporate Transparency Act: What It Is and Why Every Trustee and Business Owner Should Begin Preparing
By Bryan Johnson, Esq. Corporate Transparency Act The Corporate Transparency Act (CTA) was created under the Anti-Money Laundering Act of 2020 and goes into effect on January 1, 2024. The CTA seeks to prevent individuals…
The Federal Deposit Insurance Corporation Will Increase Insurance Coverage of Trust Bank Accounts
The Federal Deposit Insurance Corporation (FDIC) is an independent federal agency insuring deposits in U.S. banks in case of bank failure. The Banking Act of 1933 established the agency to restore public confidence in banks…