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All posts by : SM_Admin

life insurance policy

Is My Life Insurance Policy Part of My Estate?

August 8, 2023
by SM_Admin Life Insurance

  Do you have life insurance in place to help support your loved ones if you pass away? Many people do, and decide to get it to help with more immediate costs. But you still must know how much insurance to get and how it may impact the rest of ...

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estate planning

What Lessons Can You Learn from Aretha Franklin’s Estate Planning?

July 31, 2023
by SM_Admin Estate Planning

When Aretha Franklin passed away five years ago at the age of 76, there was no typewritten or formal will. At that time her net worth was estimated at $80 million. However, updated valuations, back taxes owed, and lawyer fees now make the estate worth ...

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assets

Three Methods That May Help You Pass on Assets to Loved Ones Tax-Free

July 10, 2023
by SM_Admin Uncategorized

Tax considerations should always be evaluated as part of your estate planning process. Working with an estate planning attorney in your region gives you the chance to create a customized plan that accounts for your concerns, needs, and the needs of yo ...

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Why Do Your Estate Planning Now? Putting Urgency to Your PlanĀ 

July 6, 2023
by SM_Admin Estate Planning

For most younger people, especially single individuals with no children, it may seem as though estate planning is something that can be put off for many years or even decades. It may seem unnecessary to you, but it is far better to do your estate plan ...

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fiduciary

What Are the Five Fiduciary Duties of An Executor?

June 26, 2023
by SM_Admin Uncategorized

An executor, known as a personal representative in some states, is the individual appointed either through your will or by the court to handle the administration of your final affairs. The executor takes on an extremely important role and one that req ...

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life insurance

Is Life Insurance A Wealth Transfer Tool?

June 1, 2023
by SM_Admin Uncategorized

Most people recognize that life insurance is a helpful tool to allow you to provide for your loved ones after you pass away. A life insurance policy helps your loved ones receive assets to help with a range of financial needs if you pass away, and it ...

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Book with title estate planning law and a gavel.

How Can I Avoid a Claim of Undue Influence on My Estate?

September 10, 2020
by SM_Admin with No Comment Estate Planning

Financial conversations need to happen when you have recently gotten engaged and are planning ahead for your wedding. While the wedding is certainly the big …

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Home loans, cheap home projects, first homes to start a family concept.

Two Tips for Handling an Inheritance

September 3, 2020
by SM_Admin with No Comment Estate Planning

Financial conversations need to happen when you have recently gotten engaged and are planning ahead for your wedding. While the wedding is certainly the big …

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Senior couple meeting with agent

What Are the Necessary Documents You Might Discuss in Your First Meeting with an Estate Planning Law

August 26, 2020
by SM_Admin with No Comment Estate Planning

Financial conversations need to happen when you have recently gotten engaged and are planning ahead for your wedding. While the wedding is certainly the big …

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Retired woman is using mobile phone, smiling at cozy home kitchen. Grandmother has coffee break in cooking.

What You Need to Know About Aging in Place and Staying at Home as a Senior Citizen

June 25, 2020
by SM_Admin with No Comment Elder LawLong Term Care

Financial conversations need to happen when you have recently gotten engaged and are planning ahead for your wedding. While the wedding is certainly the big …

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