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If you are handling a loved one's estate and are wondering who pays the various expenses, read this blog to learn more.

You may be able to generate basic estate planning documents by utilizing AI, but are you sure those documents are valid and enforceable? Providing accurate information and executing the documents in compliance with your state's laws is absolutely critical and generally something that clients never consider during the estate planning process. Before you decide to prepare your own estate plan utilize AI, read this blog.

An individual may consider giving gifts to friends and family members in order to lower their taxable estate at the time of their death. The timing and form of gifts have important estate planning implications. To learn more about how failing to cash a gift check prior to the gift givers death can result in higher estate taxes, read this blog about a recent case in the United States Court of Appeals for the Third Circuit.

Michael Oher has recently alleged that Sean and Leigh Anne Tuohy, the Tennessee couple that took Oher into their home when he was in high school and were appointed as conservators of his estate, never actually adopted him. Oher alleges that the Tuohy’s instead tricked him into agreeing to the conservatorship and unjustly profited from his trust in them. To learn more about conservatorships, and learn more about Michael Oher's circumstances, read this blog.

Known for his beach-life songs, Jimmy Buffett was far more than that. He was a sharp businessman and big philanthropist. Not much is known about his estate as he utilized advanced planning techniques, but this blog gives you an insight into what his estate plan might include.

You can create your estate plan at any time, but many people choose to begin the process sooner rather than later since you never know when life-changing medical or financial emergencies will strike. While there is no specific timeframe for creating your estate plan, starting early and periodically reviewing your plan is recommended. To learn more about when to start thinking about your estate plan, read this blog.

Have you revoked your Will and now regret doing that? Read this blog to learn more about reinstating a prior Will.

For a surviving spouse, death can leave unanswered questions like burial arrangements, location of important documents and contact information. In addition, remarriage should also be discussed as part of a comprehensive estate plan. To learn more about concerns that arise at the death of the first spouse, read this blog.

Research shows that 84% of Americans worry that their homes are not organized or clean enough and 55% of them say the disorder is a major cause of stress. If you do not declutter your house, somebody else will have to do it when you die. This is part of the thinking behind Swedish death cleaning, a morbid-sounding practice that is actually quite liberating, both for ourselves and our loved ones. To learn more about Swedish death cleaning, read this blog.

Your personal property (i.e., your stuff) can be a source of value that needs to be addressed during the estate planning process. This blog contains questions about your personal property that you need to consider when preparing or updating your estate plan. Once you know what you have, how much it is worth, and who you want to leave it to, make sure your wishes are reflected in an estate plan that is complete and legally enforceable.

If you have not updated your estate plan to include loved ones who are not provided for in your existing plan, you may be tempted to make deathbed gifts. However, in addition to the obvious problem that none of us knows the exact time we will die and may not be able to make the deathbed gifts we intend, there are some other drawbacks to deathbed planning that you may not have thought about. And the downsides of deathbed planning can outweigh any benefits you may think it will achieve. To learn more about the pitfalls of gifting on your deathbed, read this blog.

A living trust, also known as a revocable trust, is a popular estate planning tool that allows people to avoid probate; eliminate, defer, or lower estate taxes; and distribute money and property to their beneficiaries at death. Another major benefit of living trusts is that they help the trustmaker (i.e., the grantor, trustor, or settlor) arrange for the management of the trust's money and property should they become disabled, ill, or the victim of age-related decline. In addition to defining incapacity, the trustmaker can choose a group of people to determine if the definition of incapacity has been met. The trust documents can leave this decision to a doctor or the court, or the trustmaker can instead name a private disability panel. Read this blog to learn more about utilizing a disability panel in your living trust in the event you become incapacitated.

You should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. Read this blog to learn more about the responsibilities of a trustee, what characteristics to look for in a trustee and who you should name to serve as a trustee.

You have put in many years of hard work at your job, and you are now able to focus your energy on the next phase of your life - retirement. Before you begin this next chapter, you need to make sure that you have fully thought through this exciting change in your life. Read this blog to learn more about the steps you need to take.

Although it is important to take time to grieve after the loss of your spouse, there are also some crucial steps you need to take as soon as possible to address your spouse's accounts and property and secure your own future. If your spouse's will or trust, or your joint trust, has a disclaimer provision, one of the time-sensitive decisions you will need to make is whether to disclaim (refuse to accept) money or property that you will otherwise receive as a trust beneficiary.

Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, read this blog to learn more about a beneficiary-controlled trust.

ABC's TV show Modern Family depicts the relationships and experiences between a fictional extended family and is an excellent example of why estate planning is crucial to ensure that everyone is protected when one of them dies or becomes disabled or incapacitated. Read this blog to develop an understanding of some of the issues that need to be considered in a variety of different family circumstances.

Simply creating a will does not mean that your estate plan is complete or final. Your will may need to be updated from time to time due to changes in family circumstances, change in state of residence, change in tax laws, etc. A will may even need to be revoked and redrafted entirely. To learn more about the legal requirements of executing - and changing - a will, read this blog.

If someone dies without a will, probate is the process by which a court declares who that person's heirs are and appoints an administrator who will distribute the person's money and property as required by state law. Because the probate process can sometimes be expensive and lengthy, and the details of the deceased person's estate may become part of public court records, many people create an estate plan designed to avoid probate by using a revocable living trust. However, there are some circumstances in which a probate proceeding may still be necessary! Read this blog to understand more about when you may want to open a probate proceeding after a loved one's death.

Under the Setting Every Community Up for Retirement Enhancement (SECURE) Act, most beneficiaries must receive an entire retirement account within ten years of the account owner's death. However, minor children of an account owner fall into a special category of beneficiaries that provides for the mandatory ten-year payout period not to begin until minor child turns twenty-one. This blog will help you learn more about naming a minor child - or a trust - as the beneficiary of a retirement account.

Recording the deed gives the public notice that the grantee now legally owns the property. But not recording a deed can cause problems for the grantee. Read this blog to learn more about this topic.

A family limited partnership may be an option of you if you own a business or significant investment portfolio. To learn more about this planning option to preserve the fruits of your labor and dedication, read this blog.

If you own cryptocurrency, you need a plan - a plan for the distribution of this asset type after your death. Part of that plan is organizing your investment and necessary information that your loved ones will need in order to access your cryptocurrency. The following stories are each a little different, but they all underline the simple warning: you need a plan! Read this blog to learn more.

Because life changes quickly and sometimes unexpectedly, your estate plan needs to be flexible. By creating incentives for particular events, you can continue to exercise your values and provide for your loved ones beyond your lifetime. Read this blog to learn more about incentive-based provisions in an estate plan.

A decision that needs to be made during the estate planning process is who will care for your child if both you and the child's other legal parent die unexpectedly. It is not uncommon to have close friends and family members who live in a different country and they may be a good choice as a guardian for your minor child. But it raises the question of whether a non-US citizen may legally qualify for guardianship. To learn more, continue reading this blog.