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Estate planning

Idaho Wills and Trust Requirements

When deciding between a will or trust in Idaho or making other estate planning decisions in this state, it is important to understand the key differences between these two primary different estate planning tools and the general rules regarding estate documents. Statutory Authority Wills:  Idaho Uniform Probate Code, Tit. 15, Chs. 2 – 3 (Id. […] Read more

Hawaii Wills and Trust Requirements

When deciding between a will or trust in Hawaii or making other estate planning decisions in this state, it is important to understand the key differences between these two primary different estate planning tools and the general rules regarding estate documents. Statutory Authority Wills: Hawaii Uniform Probate Code (Haw. Rev. Stat., Ch. 560), Art. II […] Read more

Georgia Wills and Trust Requirements

When deciding between a will or trust in Georgia or making other estate planning decisions in this state, it is important to understand the key differences between these two primary different estate planning tools and the general rules regarding estate documents. Statutory Authority. Georgia Code, Title 53 (Wills, Trusts, and Administration of Estates). Wills:  Chapter […] Read more

Connecticut Wills and Trust Requirements

When deciding between a will or trust in Connecticut or making other estate planning decisions in this state, it is important to understand the key differences between these two primary different estate planning tools and the general rules regarding estate documents. Statutory Authority. Wills:  Conn. Statutes, Chapter 802a (Conn. Gen. Stat §§45a-250, et. seq.). Trusts:  […] Read more

Colorado Wills and Trust Requirements

When deciding between a will or trust in Colorado or making other estate planning decisions in Colorado, it is important to understand the key differences between these two primary different estate planning tools and the general rules regarding estate documents. Colorado Statutes Pertaining to Wills and Trusts. Wills:  Colo. Rev. Stat., Title 15, Arts. 11 […] Read more

Texas Will and Trusts Requirements

When deciding between a will or trust in Texas it is important to understand the key differences between the two different estate planning tools. Statutory Authority. Wills:  Tex. Estates Code, Title 2, Subtitle F, Chapter 251, §§251.001, et. seq. Trusts:  Tex. Prop. Code, Title 9, §§101.001, et. seq. Texas Will Requirements. Under Texas law, a […] Read more

Florida Wills and Trust Requirements

When deciding between a will or trust it is necessary to understand the differences between each, specifically how each varies for the specific state you reside in. Statutory Authority. Florida Probate Code (Title XLII; Fla. Stat. §§731.005, et. seq.). Wills:  Chapter 732 (Fla. Stat. §§732.501, et. seq.). Florida Trust Code (Title XLII; Fla. Stat. §§736.0101, […] Read more

California Wills and Trust Requirements

There are many differences to be aware of when considering a will vs a trust for estate planning. In the following article, we will touch on the various requirements of a will and trust set forth by California statute. Statutory Authority. Wills:  Cal. Prob. Code §§6100, et. seq. (Division 6) Trusts:  Cal. Prob. Code §§15000, […] Read more

It’s tempting to think of charitable donations and bequests to heirs as a zero-sum, either/or proposition.  There’s a finite amount of wealth to be distributed, and every dollar that goes one place can’t also go somewhere else. Now, to a certain extent, that’s an unavoidable constraint.  However, when you bring life insurance into the mix, […] Read more

Deciding how to structure life insurance can be one of the most important choices you make in your estate plan.  Along with providing for your loved ones, a well-planned life insurance policy can help you avoid probate, reduce taxes, and protect key assets. And, because life insurance has a significant impact on how your estate […] Read more