Heircraft Planning
What You Can Learn from the Leno Conservatorship Proceedings
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not...
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Heircraft Planning
Oct 4
Why Snow White’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White...
Heircraft Planning
Oct 4
After Your Death, Who Takes Care of the Dog?
A pet trust designates a new guardian for companion animals and sets aside funds for their care. Better yet, it’s legally binding. In...
Heircraft Planning
Oct 4
Surviving Spouses May Not Be Responsible for Partners’ Medical Bills
A call from a debt collector may add to the challenges that bereaved people are already dealing with. But spouses “should not assume that...
Heircraft Planning
Sep 30
Estate Administration Details that TV and Movies Get Wrong
TV and movies entertain but often mislead, creating misconceptions about estate planning. Get the facts from a professional.
Heircraft Planning
Sep 23
September 2024 Newsletter: Why You Might Have an Estate Tax Issue Soon
Big changes are coming in the world of estate tax. This newsletter contains articles about the expiration of the Trump tax cuts and how...
Heircraft Planning
Sep 23
To the Millennials: The Time to Plan Is Now
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We...
Heircraft Planning
Aug 20
Could a Will Be Right For You?
The term last will dates back more than a millennium to English common law, in which a person expressed what they “willed” to have happen...
Heircraft Planning
Aug 13
Debunking Common Misconceptions About Wills
The majority of Americans do not have a will, and the number of US households with a will has been in steady decline. At the outset, it...
Heircraft Planning
Aug 6
A Financial Advisor’s Guide to Navigating Different Types of Wills
Advisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to...
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