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27 Aug 2015, 4:00 pm
One very common way estate planners can mess up an estate plan is by incorrectly titling assets. [read post]
10 Dec 2021, 9:09 am
It’s that time of year again: As the snow moves in, another year is on its way out. [read post]
29 Jan 2020, 8:01 am
But there are ways an Estate Plan can be challenged as being invalid. [read post]
18 Dec 2011, 5:19 pm
It’s a great way of getting an inadequate estate plan. [read post]
22 Sep 2021, 11:37 am
Vincent Ooi recently published an article entitled, Where There’s a Will, There’s a Way: A Guide to Setting Up a Will and Managing a Loved One’s Estate (Foreword), Wills, Trusts, & Estates Law ejournal (2021). [read post]
13 Jul 2016, 8:54 am
In a Law360.com article published on July 12th titled “4 Ways Brexit Could Shape The US Real Estate Landscape,” Andrew McIntyre of Law360 looks at four ways attorneys say the Brexit could play out in the following US real estate market areas: Office investment increases Lower interest rates Declining US hotel occupancy rates Luxury residential gets a boost Concerning the office sector, the U.S. commercial real estate market has for… [read post]
29 Oct 2014, 11:01 am
These are great ways to bring up the difficult concept in a non-invasive, non-threatening way. [read post]
28 Jun 2019, 10:42 am
The easiest way to think of the estate is that it’s a ‘bucket of stuff. [read post]
29 Feb 2024, 12:01 pm
As a group of Houston estate planning attorneys, we see some of the same issues again and again in the ways our clients (and the broader public) think about estate planning. [read post]
21 Apr 2015, 9:06 am
Since there are so many options in estate planning, you have the ability to customize your plan in a way that keeps your assets, as well as your plan for distributing them, as private as you wish. [read post]
29 Jan 2019, 7:31 am
The post Trusts Can Protect Assets in Different Ways appeared first on Estate Planning Services in Rochester, New York and the Finger Lakes Area. [read post]
20 Dec 2012, 1:00 am
A recent article discusses several ways that seniors who live in two states can protect their estate and ensure that their wishes will be carried out should they become incapacitated or pass away. [read post]
30 Sep 2015, 6:44 am
The State of New York’s estate tax does not mirror the federal estate tax regime in many ways. [read post]
21 May 2024, 12:00 am
One way to keep your real estate properties out of probate is to use a bond in lieu of probate. [read post]
12 Aug 2011, 1:06 pm
What you can never get outside of developing a relationship with an estate planning professional that you trust is guidance on coming up with creative ways to effectively implement your plan, guidance on funding your estate plan, and a periodic review of your planning to make sure that it works when it’s most needed. [read post]
6 Dec 2022, 5:57 am
First, you can put advanced health care directives in place that protect your wishes despite what life may throw your way. [read post]
26 Jun 2019, 2:47 pm
In many cases, however, people fail to make sure that all beneficiary designations as well as assets are titled in a way to reflect your plans. [read post]
15 Sep 2014, 6:00 pm
While creating an estate plan is not at the top of everyone’s to-do list, it is important. [read post]
30 Jun 2013, 6:00 am
Estate planners may never have to advise an... [read post]
30 Jun 2015, 10:00 am
But there are ways to minimize... [read post]
