Category: Wills
Protecting your Inheritance: How Undue Influence can Overcome a Loved One’s Wishes
July 6, 2022 | Tyler W. Eubank
Undue influence is when another person uses influence to such a degree that the free agency of your loved one, referred to as the “testator,” is destroyed or overcome. Then the desires of the influencer are inserted in place of the testator.
Read MoreWills and Estates: Are you prepared for that next step in life?
May 26, 2022 | admin
Writing a will and planning for that next step in your life can be an emotional and overwhelming process. Many people tend to avoid it until it’s too late. There are several things you’ll need to have in order when setting up your will. It is not as easy as simply writing it up yourself and keeping it in a place for someone to find. A will is something that needs thorough planning, oftentimes with the help of a legal professional. Continue reading to find out how you should properly handle creating your will and what documents you will need. What are the documents needed for a will? First things first, what exactly is a will? A will is a legal document that details your wishes regarding the distribution of your finances and property, the care of your minor children, as well as other material possessions you may own in the event of your death. It allows you to direct how your belongings which can include bank accounts, investments, real estate, and jewelry, are distributed and to whom. If you decide to prepare your will yourself, begin by compiling a list of your assets and debts. Be sure to include all contents like safe deposit boxes, family heirlooms, and other assets that you wish…
Read MoreTake Care of Your Legacy: Planning Your Will & Estate
November 18, 2021 | Barna, Guzy & Steffen, Ltd.
By: William F. Huefner For many, writing a Will and planning for the handling of your estate seems like a topic that can be pushed to the backburner. However, planning ahead and creating a Will is something that should be handled sooner rather than later. With the help of trusted professionals, it’s easy. Continue reading our blog and find out how you can ensure a strong plan for your estate. When Is the Right Time to Write a Will? The short answer is right now. As long as you are at least 18 years old, you are in a position to write a Will. Experts recommend that every adult should have a Will regardless of their age and health. A few other life-changing events that provide a good reason to write a Will are accumulating a large sum of money, getting married or divorced, when you have children, and when you start a business. Many factors can be protected with a Will. Make sure you and your family are not caught off guard without one. Writing Your Will Itemize Your Inventory The first step towards creating a Will is itemizing your assets. Start off by making a list of your assets, i.e., bank accounts, investment accounts, retirement accounts, real estate, etc. Keep in…
Read More