Estate Planning Blog

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When Should I Revise My Will?

Even if you've already drawn up a will, if you're in one of these situations, it's a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.
07/14/22 • by: Graber & Johnson Law Group, LLC
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What Happens to Investment Accounts when Someone Dies?

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
07/13/22 • by: Graber & Johnson Law Group, LLC
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Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
07/12/22 • by: Graber & Johnson Law Group, LLC
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How Do Special Needs Trusts Work?

Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
07/11/22 • by: Graber & Johnson Law Group, LLC
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Is a Trust a Good Idea?

What will happen to your assets when you can no longer manage them?
07/08/22 • by: Graber & Johnson Law Group, LLC
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Why Is Updating a Will Necessary?

Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.
07/07/22 • by: Graber & Johnson Law Group, LLC
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Is Your Estate Plan Ready for Tax Changes?

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
07/06/22 • by: Graber & Johnson Law Group, LLC
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How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
07/05/22 • by: Graber & Johnson Law Group, LLC
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What Is Better, a Trust or a Will?

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
07/04/22 • by: Graber & Johnson Law Group, LLC
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What If My Spouse Doesn’t Use Long-Term Care Insurance?

Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
07/01/22 • by: Graber & Johnson Law Group, LLC
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