Probate litigation involves legal disputes arising during the probate process—the court-supervised administration of a deceased person’s estate. When someone passes away, their assets and debts must be settled and distributed according to a valid will or state intestacy laws if…
Older Americans face new legal and financial challenges as widowed and divorced individuals increasingly form unmarried partnerships. According to the US Census Bureau, over half of older adults have only married once and often choose to remain legally single in…
There are many people who use trusts, not just the wealthy. In addition to serving many purposes, trusts address specific problems that focus more on family dynamics than on wealth. Do you want to keep your affairs private and stay…
For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act present challenges and opportunities in…
In estate planning and wealth transfer, individuals often seek strategies to preserve assets while also gaining financial benefits for life. One such effective strategy is the grantor-retained income trust (GRIT). GRITs allow grantors to keep an income stream from tax-advantaged…
Most young parents don’t often think about death or serious illness—but unexpected events can happen. That’s why many invest in medical, life, and disability insurance. However, far fewer take the next step: creating an estate plan. Estate planning ensures your…
Most adults rarely create wills, let alone estate plans that cover their online profiles. As your digital presence grows—both professionally and personally—taking control of your digital assets and planning for them after death becomes increasingly important. Social media platforms like…
Many people mistakenly believe that only wealthy individuals use trust funds or that trusts are solely owned by beneficiaries. However, trusts are essential tools in estate planning for individuals and families with estates of all sizes. They help you manage,…
Millennials can follow a steady, proven path to becoming millionaires without needing unique skills, specialized knowledge, or taking excessive risks. In fact, Americans who have built multi-million-dollar wealth using this strategy typically took an average of 32 years, with some…
Considering our own death is one of life’s most difficult challenges. Yet, it is crucial to carefully plan the medical treatment we would want during that time. Medical technology can now prolong life long after the quality of that life…