Blog

How to Protect Your Estate From Excessive Taxes
estate planning
Posted September 20, 2021

People create estate plans to help protect their assets and to ensure that they are distributed according to their wishes, even after they pass away. Estates are, however, still subject to taxes, which can leave heirs and beneficiaries with much less than they anticipated. Fortunately, there are a few different strategies that testators and trustors […]

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What are the Chances of Successfully Contesting a Trust?
contesting a trust
Posted September 09, 2021

Often, in an effort to avoid the probate process and potential will contest, individuals establish trusts, where a third party, or trustee, is authorized to hold assets on behalf of a beneficiary. In most cases, the person creating the trust will remain in control of the assets in that trust until he or she becomes […]

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How to Protect Your Estate in Case of Being Declared Incompetent
mentally incompetent
Posted August 27, 2021

Life is unpredictable, which can make it difficult to plan for the future. When it comes to estate planning, however, there are steps that we can take to help protect ourselves in the event of physical or mental incapacity. To learn more about putting a contingency plan in place to help protect your own interests, […]

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How to Use Life Insurance to Avoid a Contested Estate
contested estate
Posted July 30, 2021

When a person passes away, most of his or her assets will need to go through probate before they can be distributed, even when that individual has a will. There are, however, some exceptions to this rule. Life insurance plans, for instance, do not go through probate. Furthermore, beneficiary designations on these kinds of policies […]

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