Search Results for: "Estate Planning"

June 21, 2021

How to Responsibly Leave an Inheritance to Your Grandchildren

Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way to do…

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June 3, 2021

In Case of Death or Incapacitation, it is Critical to Get Your Financial Affairs in Order

Bring peace of mind to you today and relieve your loved ones’ burden in the future, by organizing your financial documents for…

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The Pros and Cons of Powers of Appointments

An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to…

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June 2, 2021

The Trust Protector: Your Guardian Angel

What is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also…

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Creating a Treasure Map: The Benefits of Preparing an Inventory Before Death

If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones will know…

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Discerning Wills and Trusts

There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing…

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Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early…

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Protecting a Loved One Who Is, Will Be, or Has Been Incarcerated

It is natural to want to protect our loved ones no matter what. However, you may be finding it difficult to provide…

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You Inherited a Retirement Account: Now What?

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing…

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May 20, 2021

Blog

Tate Law Offices, PLLC – Blog Page When it comes to Estate Planning services, there is a vast majority of information that…

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