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Wills Tag

How Often Should You Review Your Estate Plan?

living trusts and estate planning

Ready to review your estate plan and plan for the future? Get in touch with the Siegel Law Group to get started today! [contact-form-7 id="4377" title="How Often Should You Review Your Estate Plan?"] You drafted a will with your attorney, and then you filed it away and promptly forgot about it. In fact, maybe you forgot about it for decades! Many people assume that drafting a will is a one-time event; but it really is only the first step in the process. The truth is that you should review your estate plan for necessary changes on a regular basis, and when major...

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Protect Your Digital Legacy

Digital legacy planning with Siegel Law Group.

Are you worried about your digital legacy? Don't leave things to chance, let's work together and start planning now. [contact-form-7 id="4289" title="Protect Your Digital Legacy Lead Gen"] Proper estate planning is important to ensure that last wishes, assets, and accounts are handled properly when you or a loved one passes on. The rise of the internet and social media in the last twenty years has created a new exigence for wills and trusts - handling the digital legacy of the deceased. Without usernames and passwords, it may not be possible to recover some digital assets or access online accounts. A recent, tragic...

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What Can an Elder Law Attorney Do For You?

What elder law attorneys can do for you by The Siegel Law Group

Whether you’re 9 years old or 90 years old, you’re going to need experienced legal advice at some point in your life. While younger people may need an attorney for a variety of reasons, elder adults tend to need legal advice in regards to estate planning, health care considerations, and issues affecting Social Security and Medicaid, to name a few. Elder adults often need legal counsel for a variety of issues relating to their stage in life. That’s where an elder law attorney comes in! Elder law attorneys are equipped with experience in a multitude of legal practices, however, not all...

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Will Your Estate Plan Work The Way It Should?

Will Your Estate Plan Work The Way It Should? From the Siegel Law Group in Boca Raton

At Siegel Law Group, we understand that estate planning is a process that takes careful thought and consideration. Our team of experts can help ensure that your estate plan works the way it should. Using strategic long-term thinking, the estate planning process can be taken care of seamlessly. Put your trust in the right legal hands. Funding Asset titles must be changed so that the signed estate planning documents can control them to complete the estate planning process. Retitling your assets is known as funding. Funding your trust involves changing the title to assets which may be owned individually, in joint tenancy,...

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Understanding Trustees: What Do They Do?

If you or a loved one have been designated as the Trustee of a Trust, it is crucial that you understand its roles and responsibilities. This month, we looked at the duties that come with being a Trustee, and what the Siegel Law Group, P.A. can do for you. What is a Living Trust? A Trust is a legal arrangement through which an individual, referred to as a Trustee, holds legal title to effectively manage their own assets or another person’s assets. Generally, the Grantor will name themselves as the initial Trustee and assign another person or entity to serve as the...

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9 Unexpected Estate Planning Problems

When it comes to Estate Planning, it is crucial that you consider the issues that may arise after you have moved on. On top of all of our responsibilities, it may be difficult to set aside enough time to ensure your Estate Plan is in order.  There may be all sorts of unintended consequences and complications when we forget to plan ahead.  In order to avoid these problems, consider these nine unexpected Estate Planning problems to avoid. 1. Probate Court-supervised administration of your estate is never an easy journey.  Despite helpful court personnel, there are still filing fees, privacy issues, and long waiting...

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Probate & Estate Planning

Everyone Fears It, But Few Know What It Is Typically, people begin Estate Planning with the intention of avoiding Probate. Probate has been given a bad reputation, but there is nothing inherently “bad” about it at all. Probate protects a person’s rights and wishes in the event that they pass intestate, or without a Will or Trust. With Probates, a judge determines the distribution of the deceased’s assets in accordance with state law. What Happens During the Probate Process? The legal procedures for a Probate can differ drastically depending on the state, judge, and the size of the estate. In any case, an executor (in...

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