by admin | May 27, 2015 | estate planning
Below is a good article on how to deal with your spouse in your estate plan. Specifically, it goes through how the baby boomers are getting ready to transfer an incredible amount of wealth. In that transfer, a spouse is a key component of an estate plan...
by admin | May 25, 2015 | estate planning
One of the worst cases in recent memory was overturned recently. This case, known as Castellano in the estate planning bar arena, held that trust assets were available for the bankruptcy court. This was despite some strong anti-alienation provisions within...
by admin | May 22, 2015 | estate planning
We recently had several posts on accidental disinheritance. In those posts, we talked about how estate plans in Kansas City were affected by the beneficiary designations. Specifically, how easy it is to create a good legacy plan and then have it completely...
by admin | May 21, 2015 | estate planning
Wealth management posted a great article on mistakes made by farmers and ranchers. It goes into some good detail about the failures that come about when one doesn’t update their legacy plan (I’d add to that, when people don’t even plan at all)....
by admin | May 15, 2015 | estate planning
Digital assets are assets too You digital assets need to be taken care of as a part of your estate plan. In a recent article by the Wall Street Journal (below) the author details the estate planning efforts that go into each unique client’s assets....
by admin | May 12, 2015 | estate planning
Disinheriting someone is not something that most people want to do. Unfortunately, it does happen more often than I would like to admit. We have had clients over the years come in and try and figure out why they didn’t get anything from their parents...