There are 4 article(s) tagged Estate planning:

• January 2019

  • Critical financial estate planning considerations

    Many people believe that “estate planning” is a one-time event that involves drafting a last will and testament that will not be revisited until after they’ve died. In reality, however, effective estate planning is often an ongoing process that can have complex and far-reaching implications, both for the planner and the planner’s beneficiaries.

    By Jennifer L. Sneed January 11, 2019

• December 2018

  • Rays of Wisdom: Estate planning mistakes to avoid

    Ray’s Take: The biggest mistake you can make when it comes to your estate is not having a plan at all. Some people think estate planning is only for the retired or affluent, but everyone can benefit from an estate plan.

    By Ray and Dana Brandon December 14, 2018

  • Who inherits when you die without a will? Part 3

    In this final installment of my three-part intestacy series, I highlight two of the most overlooked asset-transferring mechanisms that can be used to bypass both the need to execute a will and the maze of intestate succession: beneficiary and joint ownership designations.

    By Jennifer L. Sneed December 07, 2018

• September 2018

  • It’s never too early for business owners to create wills and estate plans

    Attorneys are often asked, “Should I have a will?” The simple answer is yes. Every adult, regardless of their financial worth, should have a will and estate plan.

    By Aubrey Brown September 26, 2018