Probate Archives - The Estate Planning Group

9 Mistakes that Can Tear Families Apart

Oct 10, 2017 | Families, Inheritance, Legacy, Probate, Saving Money, Taxes, Wills

Mistake #1: Relying on the Law. If you do not set up an estate plan, upon your death your property will be distributed according to the laws of your last state of residence. Often, the law ...

How can I preserve my assets for my kids and loved ones?

May 25, 2017 | Families, Legacy, Medicaid, Probate, Taxes, Trusts

With tax time just behind us, you may be thinking you did well by minimizing what you paid to Uncle Sam and your state in taxes, so more can go to your family. Every year ...

10 Estate Planning Questions to Ask Yourself

May 9, 2017 | Caring for Loved One, Children, Digital Assets, Electronic Assets, Families, Health Care, Legacy, Medicaid, Probate, Trusts, Wills

We are all busy, right? We have things to do, places to visit, and people to see. So, it is understandable why people do not often think about what would happen in an emergency, where something ...

5 Common Misconceptions about Estate Planning

Apr 25, 2017 | Probate, Saving Money, Trusts, Wills

Whenever you work long enough in a selected profession, you often find that there are common questions that arise and many times common misconceptions as well. Estate planning is no different. Here are five of ...

I was nominated as a Personal Representative in a Will, now what do I do?

Mar 29, 2017 | Probate, Wills

A loved one has just passed away and someone tells you the decedent nominated you as the Personal Representative of their Estate in their Last Will and Testament. What does this job entail? What authority ...

Do I need a Will or a Trust?

Mar 17, 2017 | Trusts, Wills

What is a will? What is a trust? How does one differ from the other? Which one do I need? Rightly so, there is a fair amount of confusion concerning wills and trusts. While there ...

Make 2017 the Year You Complete Your Estate Plan!

Jan 16, 2017 | Blended Families, Caring for Loved One, Children, Families, Health Care, Legacy, Probate, Saving Money, Taxes, Trusts, Wills

The start of the New Year almost always brings with it new goals and resolutions. So, what is the best way to meet these goals head-on and successfully complete them? Oftentimes, the key is in ...

What Is The Difference Between a Will-based Plan and a Trust-based Plan?

Jan 10, 2017 | Families, Trusts, Wills

Almost everyone has heard about wills and trusts, but what is the difference between the two? Is one better than the other? While everyones situation varies, the more you understand about how they differ, the ...

Estate Planning Through the Ages

Sep 16, 2016 | Blended Families, Caring for Loved One, Children, Grandchildren, Guardianship, Health Care, Medicaid, Medicare, Working Parents

When you hear the words “estate planning” what is your first thought? Oftentimes, images of the very wealthy along with complex trust and tax planning spring to mind. In actuality, estate planning includes important documents ...

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