The Estate Blog

Solve Problems with Estate Mediation

Is an estate dispute causing you stress? These problems can eat up time and money. I know the best way to resolve them. You might think “This sounds too good to be true, Ed.” Well, your lawyer can’t guarantee you’ll win in court. You could end up…
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How to Contest a Will

Are you shaking your head and wondering “How could I be left out of the will?” It happens, but there’s an easy solution to your problems. Let me explain. You need a lawyer to prove the other side’s wrong. But just one hour with a lawyer can…
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How to Start Estate Planning Today

Are you confused and unable to start your estate planning? You’re not alone. I’ll give you three easy ways to start your estate planning. One is totally free. Many British adults say they don’t know where to begin their estate planning either. The secret to successful estate…
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Estate Planning Extras to Consider

Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with respect to your designated beneficiaries. Financial planners…
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Avoid Expensive Will Mistakes

Most people want advice. They already have too much information and need help making better decisions. You need to do some homework to make your will. Get a referral to an experienced estate lawyer from professionals you already know and trust. I have written numerous easy-to-read books…
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Wills: Should You Do It Yourself?

Are you tempted to use a kit to create your will? The danger with will kits is that they claim to be "legally approved." Well, that's hardly accurate. Only lawyers can express a legal opinion on a will after you sign it. Will kits or computer programs…
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Executor Income Tax Duties

As the legal representative for an estate, executors must do 5 things: 1. File all required tax returns for the deceased. These returns could be personal or for the deceased’s business. Multiple tax returns can sometimes be filed to save the estate money. 2. Hire a tax…
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10 Reasons to Make Changes to Your Will

If you have a will, here are some reasons to update it: 1. You divorce, separate or cohabit with a new partner. 2. Children are born, adopted or you need new guardians. 3. You now have grandchildren or stepchildren. 4. A person named in your will becomes…
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What Are the Three Estate Planning Documents You Need?

Your Estate Plan has a variety of tools, including these three documents: 1) Will to name executors to distribute your property. 2) Power of Attorney for your financial affairs. 3) Power of Attorney for health-care decisions. You may be nervous about dealing with lawyers and professionals. But…
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The Opportunity of a Lifetime

Creating your Estate Plan will help you put your worries behind you. You benefit when you: • Protect valuable assets for the people you love. • Reduce income and probate taxes without risk. • Name the right person you trust for every job. • Ensure that your…
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