by Carol Grant | Feb 27, 2023 | Estate Planning, Probate, Will
The start of the year is the time to review and revisit your estate plan. Just like going to the doctor and dentist for regular exams, it’s basic self-care. A recent article from Kiplinger, “Need an Estate Planning Checkup? Now is the Perfect Time,” advises having an...
by Carol Grant | Jul 8, 2022 | Estate Planning, Will
Estate plans come in all sizes and shapes. One of the decisions in creating an estate plan is whether a trust should be part of your plan, as detailed in this recent article titled “Trust vs. Will: What They Share (And 6 Ways They are Different)” from Yahoo! Money....
by Carol Grant | Dec 3, 2021 | Estate Planning, Will
Research shows that getting a lot of money can have harmful consequences. Before leaving a gift to an heir you should ask yourself some questions. According to MarketWatch, a study found that a third of people who received an inheritance had negative savings within...
by Carol Grant | Oct 7, 2021 | Estate Planning, Will
For most families, estate planning is a relatively straightforward task, protecting loved ones and preparing to distribute assets. If there is an estranged child the relational issues for estate planning are more complex. According to the article from The...
by Carol Grant | Aug 30, 2021 | Elder Law, Estate Planning, Will
While estate planning for couples with no children seems like it would be very simple, the opposite is almost always the case, according to this informative article titled “Three keys to estate planning for couples without children” from The News-Enterprise. Married...
