A key part of properly implementing a client's estate plan is to ensure that assets are titled so that they flow in accordance with the client's true wishes at death. Unfortunately, many more times ...

Understanding how assets will pass following your death is an important component of creating a proper estate plan. Estate planning is really a two-part process. Part “A” is the formulation of the ...

You may have proudly completed your Will, Financial Power of Attorney, Health Care Power of Attorney and Living Will or Advance Health Care Directive and feel that everything has been taken care of.

Even if one’s financial life is fairly uncomplicated, everyone should have a last will and testament. But when leaving the attorney’s office with this important document (or more likely, a “conformed ...

Preserving wealth requires the pursuit of a disciplined strategy that can protect assets from unforeseen or difficult-to-forecast events. This begins with an analysis of personal, business and ...

You may think that because you have a will, all of your assets will go where you intended. But if those assets aren’t properly titled, it doesn’t matter what your will says, because the title on the ...

Individuals often spend an enormous amount of time and money setting up estate planning documents such as revocable trusts, wills, living wills and durable powers of attorney. Yet often they fail to ...

You may have proudly completed your will, financial power of attorney, health care power of attorney and living will or advance health care directive and feel that everything has been taken care of.