There are many times when an estate plan may not be as effective as it should be. Lacking key components or forgetting to add a specific asset into your estate plan can be problematic. The good news is that you can adjust your estate plan once you recognize the red...
Sun City Estate Planning Blog
Is Your Parentsʼ Handwritten Will Good Enough?
Many modern estate plans and last wills are computerized documents. Individuals either create them using a digital template or pay an attorney to create customized paperwork for them. However, especially if your parents are older, they may have a handwritten will...
3 reasons to be skeptical of the boom in digital last wills
The internet has revolutionized multiple industries. Information, services and even physical goods are often only a click away. Unfortunately, the internet can't do every industry justice. Although some people are quick to extol the benefits of digital estate...
Estate planning after The SECURE Act
Creating an estate plan typically involves balancing the wishes you have for your own legacy with the legal complications of an inheritance. The best estate plans typically leave detailed instructions for an executor and consider not only personal property and family...
When does a power of attorney lose its authority?
There are circumstances in which you may not be able to handle your own affairs. A serious medical issue that leaves you unconscious, unable to communicate or otherwise incapacitated is a perfect example. In such a scenario, you become dependent on the actions and...
It’s okay to want your child to inherit and not their spouse
When you love your child deeply, you may feel like no one is good enough for them. Unfortunately, your in-law may have proved your fears right over the years. Maybe they've had a string of job losses or a history of infidelity that your child has somehow forgiven....
Why should I avoid probate?
If you have started looking into estate planning topics with the intention of creating or updating your will, you may have realized that avoiding probate seems to be the ambition of many when they plan their estate. Probate is a court-supervised process where a...
When should a grandparent advance an inheritance to a grandchild?
You have spent a lifetime building up your personal wealth and resources. You probably want your children and grandchildren to display a similar work ethic. At the same time, you likely have hopes of giving people you love financial resources when you die. Wanting...
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...

