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Beneficiary forms

How Important are Beneficiary Forms?

POSTED ON: October 30, 2023 BY: Kyle Krull
Beneficiary forms overrule last will and testament wishes for assets. A last will is an important estate planning document. It is used to name executors, designate guardians for minor children, and provide instructions for distributing assets. When an estate plan is referenced in news articles or television shows, only the last will is typically addressed. […]
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Titling assets

What Should I Know about Titling Assets?

POSTED ON: August 25, 2022 BY: Kyle Krull
Titling assets is a key aspect of estate planning. Titling on documents is a lot like labeling. Parents label lunchboxes, clothing, and other items to remind them and others of the ownership of each item. Essentially, titling assets serves to legally label such assets with then identity of their owner. According to a recent FedWeek […]
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Financial issues for surviving spouse

How Does Losing A Spouse Trigger Financial Issues?

POSTED ON: August 12, 2021 BY: Kyle Krull
Surviving spouses are often left to navigate financial issues. Your spouse recently died. Your world has changed because that relationship cannot be replicated. Although it pales in comparison to the loss of your best friend, you also may have financial security. According to a recent Yahoo! Finance article “The Financial Effects of Losing a Spouse,” […]
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Larry King

Did the Estate of Larry King Trigger a Will Contest?

POSTED ON: April 14, 2021 BY: Kyle Krull
The estate of Larry King underscores the importance of estate planning. Larry King had both highs and lows in his career and his personal life. Despite these challenges, he had an uncanny ability to persevere after mistakes and mishaps. According to a recent The National Law Journal article titled “Larry King Will Contest—Key Takeaways,” this […]
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Change of beneficiary forms

When Should I Use Change of Beneficiary Forms?

POSTED ON: December 15, 2020 BY: Kyle Krull
Change of beneficiary forms are useful when updating an estate plan. You know who you want to inherit your assets. But they are not the same folks as from a few years ago. Your circumstances have changed. I get that. So, you updated your last will or your revocable living trust. Excellent. However, according to […]
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Is DIY Estate Planning a Good Idea?

POSTED ON: October 17, 2019 BY: Kyle Krull
DIY estate planning can be expensive. You have heard the words "estate plan" from family and friends. They advise you to get one. You reached out to a few attorneys and were overwhelmed by sticker shock. You then researched estate planning articles online. It looks simple enough. Surely, you can do-it-yourself. According to a recent […]
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