Estate Planning Checklist We’ve compiled a checklist of some things to consider and get taken care of when estate planning. Checklists are helpful and provide a great roadmap– so hopefully you’ll find this helpful and beneficial to your estate planning process. Create a last will and ...
Estate Planning ChecklistEstate Planning for Digital AssetsNonprobate TransfersJoint TenancyDead Hand Control: Conditional Bequests and DevisementsProbate, Probate Court, and the Personal RepresentativeUniform Probate CodeProbate Estate AdministrationExecutorsDurable Power of AttorneyLiving Wills and the Durable ...
Wills & estate planningCreating a legal will and estate plan is a way to protect your assets, property, and important wishes when you're no longer here.Guardianship Who will take care of your dependents if you’re no longer here? Whether you need to create a plan for children, an aging...
Estate Planning Checklist To have the most productive estate planning appointment possible you need to make sure you are prepared. Here’s what you need to gather and do before meeting with your lawyer. Speak to the person who you hope to make the executor of your will, if you don’t pla...
. Estate Planning Checklist GET YOUR COPY NOW FAQ Why do I need to consider estate planning? How can I protect my beneficiaries? What is probate? What is joint tenancy with rights of survivorship? (in some states “tenancy by the entirety” when between spouses) ...
Emily Rozwadowski, Wills and Estate Planning Attorney When going through a divorce, it’s hard to plan ahead. In fact, I can remember just aiming to get through the week (0r even the day!) The day your divorce is finalized, among other emotions, it’s a huge relief. At least it wa...
Estate Planned Free Estate Planning Checklist Education Lawyers aren't always good teachers. They either assume people know what they're talking about or take pride in the fact that they don't. Read More Hospitality People don't often associate seeing a lawyer with warmth, generosity, welc...
darn good eggs. Her team is wonderful and extremely helpful and I felt confident throughout my entire process of getting things done and marked off the checklist and now I feel so confident in knowing my business is in order and that I forever have an estate attorney and friend in Kelly....
We recently moved from North Carolina and were in need of an estate planning attorney in South Florida. We didn’t know the area and several of our new neighbors independently gave us Odelia Goldberg’s contact information and raved about her services. They were right! She was professional, ...
Basic Estate Planning Living trusts/revocable trusts Living wills/healthcare declarations Powers of attorney Wills Estate Tax Planning Buy-sell agreements Charitable trusts Defective grantor trusts Family limited partnerships Grantor retained annuity/unitrusts ...