Posts Categorized: Estate Administration

Think Ahead When Planning Estate

May 3, 2013 / By: academy

Category: Estate Administration, Estate Planning

Most Americans have not taken the time to put the necessary estate planning documents in place. This is a statistic that must change, because a lot of families pay a hefty price when their loved...

Remember Online Accounts When Planning Estate

Feb 25, 2013 / By: academy

Category: Estate Administration, Estate Planning

Estate planning obviously includes the execution of legally binding documents. However, these documents are not going to accomplish much without having human beings in place to actually make your wishes a reality in the real...

Choosing Appropriate Administrators

Dec 5, 2012 / By: academy

Category: Estate Administration

One of the biggest mistakes that you can make with your estate plan is to choose the wrong people to appoint to various administrative roles. If you choose the wrong Trustee, for example, your Trust...

Disclaiming an Inheritance

Jul 25, 2012 / By: Dennis D. Duffy

Category: Estate Administration, Inheritance Planning, Probate

Most people think that when they receive an inheritance they have to take it. However, you have no legal obligation to take any inheritance. You can actually refuse it. The legal term for doing so...

What Happens With Disclaimed Inheritances

Jun 15, 2012 / By: Dennis D. Duffy

Category: Estate Administration, Estate Planning, Inheritance Planning, Probate

When you leave assets to someone in your estate plan, he or she is not legally required to accept them. The inheritance can be disclaimed. This is often done for tax reasons or to avoid...

Protect Your Deceased Loved Ones From Identity Theft

Jun 11, 2012 / By: Dennis D. Duffy

Category: Estate Administration

When a loved one of yours passes away, you have more considerations in the modern age than people had in the past. The digital age has brought with it a range of different concerns that...

The Superman Litigation

Jun 4, 2012 / By: Dennis D. Duffy

Category: Estate Administration, Estate Planning

Estate litigation is not easy under ordinary circumstances. However, if your heirs have to fight over what is in your estate, it becomes even more difficult. Under ideal circumstances, you will know what’s in your...

Will Your Loved Ones Find it When You Die?

May 16, 2012 / By: Dennis D. Duffy

Category: Estate Administration, Probate

There are over $32 billion in unclaimed funds. Most of these funds are attributed to inheritances that loved ones don’t know exist.

Four Ways an Estate Plan Creates Peace of Mind

May 14, 2012 / By: Dennis D. Duffy

Category: Asset Protection, Blended Families, Disability Planning, Estate Administration, Funeral Planning

When your second (or third) spouse and children from previous relationships all know that you’ve done estate planning and that they’re protected, relationships can be fostered.

Estate Administration: Don’t Go It Alone (Part 2 of 2)

May 2, 2012 / By: Dennis D. Duffy

Category: Estate Administration

As soon as word of Marshall’s diagnosis spread, friends and neighbors rallied offering and providing support. They offered to drive Marshall to the doctor’s office and store, dropped off meals, did errands, and stopped...

Posts Categorized: Estate Administration

Think Ahead When Planning Estate

Remember Online Accounts When Planning Estate

Choosing Appropriate Administrators

Disclaiming an Inheritance

What Happens With Disclaimed Inheritances

Protect Your Deceased Loved Ones From Identity Theft

The Superman Litigation

Will Your Loved Ones Find it When You Die?

Four Ways an Estate Plan Creates Peace of Mind

Estate Administration: Don’t Go It Alone (Part 2 of 2)

Request a free guide!

Follow Us Online

Seminars

Free Consultation

Resources

Contact Us

Reports

Quick Links