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Sun City Estate Planning Blog
Are you worried about a grandchild squandering their inheritance?
As a grandparent, you may feel strongly about leaving an inheritance to a grandchild or grandchildren. No matter what it may be, you realize that it will benefit them after you’re gone. But before you can do this, there’s an important question to answer: What’s the...
How can you reduce the chances of a dispute over your estate?
Your children are all older, and you know that they don’t get along. When you look at all of your children, you can see how they would have different opinions and outlooks, so that worries you. You want to plan for your eventual death, but you know that sitting those...
Tips to remember when talking about estate planning with your elderly parents
Developing a comprehensive estate plan is a critical step in easing the financial and emotional burden on heirs after a loved one passes away. Unfortunately, many people die without a plan in place leading to turmoil and unnecessary disputes among surviving loved...
Do you think you need to disinherit one of your children?
Most parents want to give their children a better life than they had, and that desire is often the foundation for a financial bequest at the time of someone's death. You may have spent years building up your career and financial stability so that you could start a...
Reviewing An Estate Plan
After your estate plan documents are finalized and secured away, you might not think about checking them until it’s necessary. However, there are several events that should prompt you to review and update your estate plan. Marriage, divorce, birth and death are just a...
The role of real estate in your estate plan
For many people, their house is their largest asset. Unfortunately, many people also misunderstand the role real estate plays in their estate plan. Your home can be titled, transferred and inherited in many different ways. Without proper planning, your property can...
Finances are a critical role to remember when naming an executor
Managing an estate can takes years, thanks to a marriage of timelines and effort. That responsibility will fall on the shoulders of the executor you choose in your will, and it’s crucial that you pen the right name. The person you name as executor could spend at least...
What does it mean if someone passes away “intestate?”
Even those with the most minor amount of property and assets should seriously consider creating an estate plan. In fact, estate plans are only for asset division upon your death. They can provide security for your children in the form of assigned guardianship if you...
Understanding special needs trusts
When you have a family member or loved one with a mental disability or a condition that prevents them from overseeing their finances, a special needs trust can be a safe way to house assets for them to use in the future. What are the benefits of a special needs trust?...
Having a power of attorney is essential for estate planning
Estate planning is complicated. Conversations with loved ones about managing health and finances can be awkward and difficult to initiate. But they are essential for prudent estate planning and controlling your legacy. There is ample work to do to bring the United...
