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Elements that all wills have in common include: Naming beneficiaries to receive property/assets. At the same time, the affidavits deter disputes over testamentary capacity questions. Some common scenarios that compel prudent updates of testamentary documents include: Marriage or Divorce

inherits property in the absence of a will, and these laws treat adopted and biological children the same New Additions Call for Updated Estate Plans Any time a family has a new addition – whether through marriage

Save Time and Money For Your Heirs One of the primary benefits of a revocable living trust is that it Maintain Control of Assets As the trust’s grantor, you can name yourself the trustee and retain control As the grantor, you must name a trustee and beneficiaries and outline how the trust’s assets will be It is important to ensure that all assets are properly titled in the name of the trust to ensure that Significant life changes, such as the birth of a child, marriage, divorce, or changes in state or tax

To accommodate our expanding services, we are excited to announce that we are changing our name from By changing our name, we hope to better reflect our continuing devotion, compassion, and loyalty to our We will remain composed of the same great and growing team, along with providing the same excellent services We hope you will join us in the transition to our new name and our Dementia-Focused firm.

The end of a marriage comes with many new beginnings. for any children you have Choosing a guardian to care for your kids should you become incapacitated Naming

If the document is intended to protect the assets you’re bringing into the marriage—such as a business Other folks who will have prenups drafted are those who marry later in life and have acquired assets on their own and/or were married before.

Even though estate planning can sometimes be uncomfortable as some do not like discussing their own (marriage, divorce, or separation) The birth or adoption of a new child or grandchild Your child’s or funds When someone on your estate planning documents becomes an adult Death or disability of someone named in the estate Death or disability of your executor or trustee A name change of someone in your estate plan A significant change in financial status Illness or disability of a spouse or family member named

that in mind, NASDAQ’s article, “Long-Term Care and Wealth Planning for Aging Parents,” points out some type of long-term care at some point. In fact, some will require long-term care for more than five years. Consider housing options. Research shows that many adult children and their parents frequently are not on the same page with money Some folks have difficulty talking about who’ll make financial decisions on behalf of parents if they

After working hard and saving your money wisely, you’re ready for a successful retirement. Nobody wants to be caught off-guard when it comes to saving for the future, so Forbes has published info Anticipate that these costs will increase and budget additional savings to cover the changes. But if you do this, be sure that you’re not sacrificing your own lifestyle and retirement savings for If you decide to stay put, you need to save for basic house maintenance as the home ages.

However, in Washington, their proposals haven’t found overwhelming support, as some feel the new legislation His three adult children from a previous marriage and Jean Kasem, his second wife, fought a heated legal

Also up in the air is the optional deduction of state and local sales taxes in place of state and local The capital-gains rules are pretty much the same this year, but some will see some big losses for the Make certain that your gifts count by conducting some research on the groups. Some are obvious, like large, unexplained loans taken out by a senior, or if you see that certain personal

proper estate planning documents in place so that you or a loved one does not have to go through the same we do here in Texas, a conservatorship is the equivalent of a guardianship and requires much of the same Since a conservatorship is essentially the equivalent of a guardianship, the same documents we prepare This one document could have saved Britney a lot of trouble and will help you avoid the guardianship This may cause a hurdle for some individuals who need to know any medical history of their loved one