Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.
While the biggest estate planning mistake is not having an estate plan at all, piecemeal estate planning, where wills, trusts, insurance policies and other instruments are created in isolation, often leads to conflicts and inefficiencies.
The LGBTQ+ community faces heightened fears post-election, with threats to civil rights and safety looming. Proactive estate planning offers control and protection, safeguarding decision-making rights, assets, and loved ones. Take charge of your future—secure peace of mind today with 3FG Law.
Coordinating your estate plan with your financial plan is essential for protecting your legacy and ensuring your goals are met. Hawaii families benefit from aligned plans that reduce tax burdens, avoid conflicts, and provide clear guidance for loved ones.
It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.
Regularly reviewing your estate plan ensures it reflects your current wishes and life changes. From updating beneficiaries to adapting to Hawaii laws, keeping your plan current avoids legal disputes and protects your loved ones.
Estate planning is more than just protecting assets—it’s about securing your loved ones' future, especially when navigating the unique challenges faced by LGBTQIA+ individuals and couples.
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
