What Are Fiduciary Duties in Estate Planning?

Benjamin LongBeneficiaries, Estate Planning Attorney, Fiduciaries, Trusts

Understanding the Role of a Trustee in Estate Planning “As you plan how you will leave your estate, it is important to your family’s future …

There Is a Difference Between Probate and Trust Administration

Benjamin LongBeneficiaries, Estate Planning Attorney, Probate, Trusts

Understanding the Key Differences Between Probate and Trust Administration “Probate and trust administration are not the same. There are important differences and similarities between administering …

Coronavirus Makes Estate and Tax Planning an Urgent Task

Benjamin LongBeneficiaries, Minor Children, Special Needs, Trusts

The Urgency of Estate Planning During the Covid-19 Pandemic “What may have seemed like something to take care of ‘one day,’ has turned into a …

Five Top Reasons To Add Beneficiaries to Investment Accounts

Benjamin LongBeneficiaries, Estate Planning, Inheritance, IRA, Probate

The Importance of Adding Beneficiaries to Investment Accounts “Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower …

What Must Be Done When a Loved One Dies?

Benjamin LongBeneficiaries, Credit Card, Estate Planning Attorney, Executor, Fiduciaries, Social Security, Wills

Navigating Financial Affairs After a Loved One’s Death “It can be hard to move through your daily life after someone you love dies. It may …

Update Will at These 12 Times in Your Life

Benjamin LongBeneficiaries, Disinheritance, Executor, Guardians, Inheritance, Trusts, Wills

When to Update Your Will: 12 Life Events to Consider “It is also important to realize that it isn’t merely ‘why’ you are updating your …

Tapping an Inherited IRA?

Benjamin LongBeneficiaries, Estate Planning Attorney, Inheritance, IRA, RMDs

Understanding Inherited IRA Rules and Regulations “When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If …

What Is a Testamentary Trust and Do You Need One?

Benjamin LongBeneficiaries, Estate Planning, Survivor Benefits

Understanding Testamentary Trusts and Their Benefits “Utilization of a testamentary trust for the surviving spouse is an excellent idea, whether the survivor is the husband …

Does Your Estate Plan Need a Will or a Trust or Both?

Benjamin LongAssets, Beneficiaries, Estate Planning, Heirs, Probate, Wills

Benjamin E. Long: Expert in Estate Planning with a Focus on Wills and Trusts Benjamin E. Long, a reputable estate planning attorney at Schlagel Long, …

How Low-interest Rates Create Estate Planning Opportunities

Benjamin LongBeneficiaries, Estate Planning, Heirs

Utilizing Low-Interest Rates in Estate Planning “A more present sense of one’s own mortality may drive those who have not made plans before to begin …