Estate Planning and Trusts Articles
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All
- All
- Constitutional Law
- Elder Law
- Estate Planning
- Financial Planning
- Firearms Law
- Lifestyle
- News
- Pet and Animal Law
- Probate
- Tax Planning
- Trust Administration
- Veterans
Elder Law
The Importance of Obtaining Date of Death Values
In this video, Cindy discusses why date of death values for certain types of assets are needed, and the importance of obtaining then as quickly as possible. Other articles/videos you may find interesting: Safe Deposit Box Problems Don’t Lose Your Original Will! Ready to make ...
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Elder Law
How Prenups and Postnups Affect Estate Planning
Second and third marriages are pretty common today for many reasons, so it’s not unusual for a married couple to say to me, “Neither of us needs money from the other when we die – we each want our own assets to go to our ...
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Estate Planning
Dying with a Minor Child, No Spouse, and No Will
In this video, Cindy discusses what happens when an unmarried person dies without a Will and the only heir is a minor child. Other articles/videos you may find interesting: Why Would I Need a Durable Power of Attorney? Preparing to Meet with an Estate Planning ...
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Elder Law
Important Facts about your Veterans’ Burial Benefits
While you may qualify for certain VA veterans burial benefits, they don’t come automatically. Generally, they must be requested in writing well ahead of the time they’re needed. According to a brochure provided by Dignity Memorial, here are some important things you need to know: ...
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Estate Planning
How Do I Sell Dad’s Guns?
There are a lot of gun owners here in Florida, so this question comes up a lot when someone dies. Selling a non-NFA firearm (the “regular” guns like handguns, shotguns, and rifles that don’t require an ATF tax stamp) is pretty easy, but my friends ...
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Estate Planning
The Problem with Single Shot Gun Trusts
There are many reasons people would like to hold their NFA firearms (such as silencers, machine guns, short-barreled rifles, short-barreled shotguns, etc.) in a gun trust. See more information about that here. So, as a very clever marketing gimmick, a very popular silencer company came ...
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Elder Law
Living Loving Trusts
In this video, Cindy discusses why estate planning – whether you use a living trust or a will – is a loving act. Other articles/videos you may find interesting: The Importance of Legal Names Probate Even When There’s a Trust Ready to make sure everything’s ...
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Elder Law
When There’s No One You Trust to Serve
This has been coming up a lot lately – a person calls me to discuss his or her estate planning, but has hit a roadblock – there’s no one they trust enough to appoint as their personal representative/executor, trustee, or agent on their financial or ...
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Elder Law
The Importance of Risk Protection Planning
In this video, Cindy discusses how risk protection planning, financial planning, and estate planning are all tied together. Other articles/videos you may find interesting: What’s the Difference Between a Living Will and a Will? Alternatives to Probate for Very Small Estates Ready to make sure ...
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Elder Law
If It’s Important Enough to Start, It’s Important Enough to Finish
For some reason, every year I have one or two clients who come to me for estate planning, pay me to create their estate plan and draft their documents, and then disappear without finishing up. I’ve never understood that – if something was important enough ...
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You wonder whether your granddaughter will think of you fondly when you’re not around anymore.
You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.
Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.