Bone-afide Estate Planning Blog
Explore our weekly blog for insights that cater specifically to the challenges and opportunities faced by high-income married professionals, serial entrepreneurs, and their families. We delve into the latest strategies for securing your financial future, simplifying estate planning, and implementing robust asset protection measures.
Help! This Probate Is Taking Forever!
After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according to a last will and...
Read More3 Simple Ways to Avoid Probate Costs
Probate Costs: The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will have to go through a court-supervised process called...
Read MoreWhom Should I Tell About My Estate Plan?
Creating an estate plan is typically a private matter, not something you share in detail with everyone in your life. After all, what you choose to do with your money...
Read MoreTreating Children Fairly Does Not Necessarily Mean Equally
Parents generally try to treat all their children fairly. We often assume that fairness means leaving an equal inheritance to each child. However, “fair” does not always mean “equal.” A...
Read More12 Estate Planning Blunders You Cannot Afford to Make
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches,...
Read More5 Things Every New Parent Needs to Know About Wills
Congratulations on your new baby! Becoming a parent is an incredible journey filled with joy, love, and a whole lot of sleepless nights. It is also a time when you...
Read MoreThe “Death Box”: One Step That Can Make a Difficult Time Easier for Your Loved Ones
Losing a loved one is challenging enough without added complications. One way you can take some of the pain out of administering your estate is by preparing a death box,...
Read MoreWhen Is an Estate Subject to State Death Taxes?
The United States imposes a federal estate taxes at death, which is based on the total value of the deceased person’s estate (everything a person owns at the time of...
Read MoreHomestead Exemptions and Estate Planning
The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are directly relevant to today’s estate planning and can play a valuable role in a...
Read MoreEstate Plans Age Too: How to Keep Yours Fresh and Effective
Estate plans are one of the most important sets of legal tools you will ever create. An estate plan is designed to protect you, your loved ones, and your money...
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