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Recent Posts in Estate Planning Category

111 results found. Viewing page 1 of 5. Go to page 1 2 3 4 5   Next

Planning For Your Special Needs Loved One

If there is someone in your life who needs your care and protection, you want that care and protection to continue after your death. Each individual's situation is different, so special knowledge ...
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Wealth Transfer: Minimize Estate Taxes By Taking Prudent Steps Now

Trillions of dollars will fall into the hands of heirs in the next three decades as high net worth individuals retire. Responsible parents and grandparents minimize estate taxes by taking prudent ...
Continue reading "Wealth Transfer: Minimize Estate Taxes By Taking Prudent Steps Now" »

3 Ways to Protect Your Estate Plan in Home Health Care

If you have ever looked into home health care, you know how costly it can be. According to the AARP, home health care can cost upwards of $69,000 each year if you live in a metropolitan area. Planning ...
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3 Reasons to Review Your Estate Plan Before You Travel

If you have a trip lingering in the horizon, you probably already know that there is a lot you need to do before you leave. You may have created a to-do list that includes everything from watering the ...
Continue reading "3 Reasons to Review Your Estate Plan Before You Travel" »

Lending Money as an Estate Planning Tool - Is it Right for You?

Is your high net worth contributing to your estate planning anxiety? The Law Offices of James C. Shields can help you to explore the options available to avoid the loss of your hard-earned money to ...
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5 Additional Steps to Develop and Implement an Effective Estate Plan

Once you have completed the initial stages of planning, there are several additional steps you can take to ensure that you develop and implement an effective estate plan. The hard part may be out of ...
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Estate Planning: How To Create A Strategy For Passing On Your IRA

The estate planning process involves many tasks, including deciding how you will pass down your assets. With the available options and tax laws, it can be challenging to choose the best route to take. ...
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How to Prepare For Your First Estate Planning Meeting

Few things strike a chill in an adult’s heart like the prospect of planning their estate. Of all of life’s milestones -- college, buying house, getting married, having that first child -- ...
Continue reading "How to Prepare For Your First Estate Planning Meeting" »

Give the Gift of Inheritances Through Estate Planning

The underlying message of any holiday season gift is that we care about the person receiving it and we want them to be happy and healthy. This just so happens to be the same message behind estate ...
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Your Essential Estate Planning Checklist

Intimidated by estate planning? You aren't the only one. In fact, many Americans put off estate planning because the entire process makes them nervous. If you are entering the planning phases of ...
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Why Advanced Funeral Planning Should Be Included in Your Estate Plan

When most people think of making an estate plan, they primarily consider protecting their home, real estate, and financial assets; some may even go as far as to make an advanced directive (formerly ...
Continue reading "Why Advanced Funeral Planning Should Be Included in Your Estate Plan" »

How Nursing Homes Are Seizing Control Over Patients to Collect Bills?

When you or your family member finally decide that a nursing home is necessary you do your research, look for the best care and look for the right facilities. But you would never think to look at ...
Continue reading "How Nursing Homes Are Seizing Control Over Patients to Collect Bills?" »

Mistakes to Avoid when Writing your Will

Everyone has a bucket list filled to the brim with life aspirations, such as exercising every day, eating healthier, starting a new hobby and repainting your kitchen walls. What's probably first ...
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Alzheimer's May Be Transmissible -- What Does This Mean For Your Estate?

Upon hearing the news that Alzheimer's may be transmissible, it is likely that your first thought is your own health. You may not be thinking about the financial implications regarding your ...
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4 Smart Estate Planning Tips to Avoid Probate

There are plenty of reasons you want to create a stellar estate plan, and one of those is so that you can avoid probate. Probate is the process of distributing assets and settling issues of the will. ...
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Seven More Estate Planning Myths You Need to Know

If you have been thinking about planning your estate, you may have spoken to friends and family about it already. In this case, you have probably heard plenty of estate planning myths. Getting the ...
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Eight Reasons to Revise Your Estate Plan Today

Do you already have an estate plan in place? Don't get too comfortable just yet. You are on the right track, but there are actually plenty of reasons to revise your estate plan. Things change all ...
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4 Steps of Estate Planning to Ensure You Stay in Your Home

Many seniors worry that at some point, they will be unable to live in the place they call home. While nursing homes and assisted living facilities are great options for some, not everybody is keen to ...
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Special Treatment Blended Families Need for Estate Planning

One common mistake families make in their approach to estate planning is not taking into account special circumstances. The truth is that blended families require special treatment in estate planning. ...
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Why Harper Lee Should Have Used a Trust in her Estate Plan

Nelle Harper Lee, author of To Kill a Mockingbird, died in February of this year at age 89. She may have written her famous novel 50 years ago, but according to the findings of Celebrity Net Worth, ...
Continue reading "Why Harper Lee Should Have Used a Trust in her Estate Plan" »

Family Matters: Why You Should Start Estate Planning Now

Family Matters: Why You Should Start Estate Planning Now The last thing that you probably want to think about right now is passing away and leaving behind your estate to your loved ones, so estate ...
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What Is An Asset Protection Trust: Why do you need it now?

You've worked hard, accumulated property and monetary assets you want to pass on to your heirs. The logical conclusion is to set up a type of trust to protect your assets from creditors or ...
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Domestic Partnership Agreements FAQs

Domestic partnership agreements are unique situations that offer a variety of benefits. This list of domestic partnership agreements FAQs will help you determine whether a domestic partnership is the ...
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The Beginner's Guide to a Family Limited Partnership

If you have been considering different ways to manage and protect your assets, you may have considered a family limited partnership. If you are curious about the benefits a well-drafted family limited ...
Continue reading "The Beginner's Guide to a Family Limited Partnership" »

5 Effective Estate Planning Tips For Blended Families

Whether you are in a blended family or not, you likely know a few. One thing all these families have in common is that they are not simple. With blended families comes a need for effective estate ...
Continue reading "5 Effective Estate Planning Tips For Blended Families" »
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