Guardianship and Alternatives for Orphans
To put children first, plan around the money.
Family Settlement Agreements
Don’t litigate it. Negotiate it!
Family dinners and probate
Corporate trustees are expensive. Talk to your children, and maybe you won’t need one.
Estate Planning for Artists
The standard estate plan needs a couple of tweaks for the artist with inventory.
Minerals and estate planning
Record retention reduces the cost of estate planning and probate for mineral owners.
Mental Capacity and Estate Planning
If you have all your marbles, can you still count them? And what does it matter?
Locating Assets
Slow and steady wins this race. Here’s our checklist for locating assets.
What is Probate?
It’s hard to know when to start and when to consult a lawyer. Common deadlines are explained here.
Estate Tax Changes
The estate tax exemption amount just jumped to $10 million. Should that change your plans?
Estate Planning Rules of Thumb
Is your plan too complex for your situation? Too simple? Here are some rough guidelines.
Managing Someone Else’s Money
You may be a fiduciary. It’s not enough to be good with money, you have to prove it. Help and examples are available.
Promotion Time
What’s a good age to name children as executor? Maybe 25, even 30, if ever.