Posts tagged with "estate planning strategy"



Estate Planning · March 08, 2024
Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you think you know your loved ones, it's impossible to predict exactly how they'll behave when you die or become incapacitated. No one wants to believe that their family members would ever end up fighting one another in court over inheritance issues, but the fact is, we see it all the time. The best way to deal with estate planning disputes is to do everything possible to prevent family conflicts from making sure they never occur in the first place.
Estate Planning · March 18, 2022
Probate: What It Is And How To Avoid It - Part 1
One of your primary goals is to keep your family out of court and out of conflict no matter what happens to you. Yet, as you can see, if your family has to go through probate, your estate plan falls woefully short of that goal, leaving your loved ones most stuck in an unnecessary, expensive, time-consuming, and public court process. By having a comprehensive estate plan, you can help your loved ones avoid probate altogether or at least make the process extremely simple for them.
Estate Planning · December 24, 2021
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
While both wills and trusts are the most commonly used estate planning vehicles to pass on wealth and other assets to your loved ones, putting your home in a trust has several distinct benefits compared to using a will. However, each family's circumstances are different. This is why your Personal Family Lawyer® will not create any documents until we know what you need and what will be the most affordable solution for you and your family—now and in the future—based on your family's conditions.
Estate Planning · December 10, 2021
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you're like many homeowners, your home is likely your family's most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated. That's why it's a much responsible way to include your home into your estate plan. But before you do that, make sure to identify the best estate planning strategies when passing your home to your loved ones.