What to Know When Setting Up Your Trust and Selecting a Trustee
A trust is not only a tool for the wealthy. In addition to serving many functions, they solve specific problems relating to the dynamics...
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Bedi Legal Blog
Bedi Legal, P.C. has built a hard-earned, solid reputation for its professionalism and excellence in legal services. Our team also publishes blog posts to help you stay up-to-date in estate planning practices and to help you learn more about the legal and financial matters that are important to you.
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Sep 19, 20233 min read
An Overview of Grantor-Retained Income Trusts
In wealth transfer and estate planning, some people seek strategies that preserve their assets, as well as provide financial benefits....
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Aug 22, 20232 min read
Charitable Remainder Trust Types: An Overview
In philanthropy, charitable giving has long been a cornerstone. People enjoy making meaningful contributions to causes that are close to...
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Jul 25, 20234 min read
Legal Trends in Estate Planning: Planning for the Future
The new federal and state laws are requiring a more dynamic approach to estate planning in order to efficiently manage and disperse a...
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Jun 13, 20234 min read
The Digital Footprint of a Loved One After Death
In most cases, adults haven't even made a will, let alone created an estate plan that takes online profiles and accounts into account. As...
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Jun 6, 20233 min read
The Cost of a Doctor’s Visit Is Out of Reach for Many Americans
Think about how you would feel if you were ill and were unsure whether or not you could afford medical care. Unfortunately, for many...
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May 23, 20234 min read
A Guide to Living Wills: Ten Things to Know
How would you decide how to care for yourself if you were seriously ill or accidentally injured? You don’t have to be old to become...
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May 16, 20233 min read
Free Online Legal Documents Should Not Be Used as a Power of Attorney, and This Is Why
You can delegate the power of attorney to someone you trust to conduct transactions or make decisions on your behalf. They could be...
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Apr 18, 20235 min read
Reforms to the Tax Code That Affect Retirement and Estate Planning
As a result of the Inflation Reduction Act (IRA), which became law in August 2022, as well as SECURE 2.0, tax provisions have been...
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Feb 21, 20233 min read
Medical Advance Directives: Understanding the Different Types
Incapacity due to trauma or disease is something nobody wants to think about. People are unfortunately affected by this every day. With...
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Feb 14, 20233 min read
Do It Yourself Wills Can Have Major Issues
A valid will, when properly filled out, addresses who inherits your assets after your death. Your will names a personal representative...
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Oct 4, 20223 min read
Learn About Government Programs That Offer Benefits to Seniors
Inflation is causing financial insecurity among many US seniors. Aside from cutting back on unnecessary expenses, many retirees or near...
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Aug 30, 20223 min read
The Trustee's Role: A Brief Overview
Your estate planning journey may still be in the planning stages or you may have just begun to consider where to start. You may wonder...
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Jun 21, 20224 min read
What You Need to Know about Estate Settlement
When identifying someone to serve as your estate's representative (executor) or accepting the responsibility as the executor, there are...
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Jun 14, 20223 min read
Developing an Estate Plan For Nontraditional Families
Changes in family structures are affecting the practice of estate planning. As recently as thirty years ago, a traditional family...
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May 24, 20224 min read
Mistakes to Avoid When Dealing With Beneficiaries
There is a good chance that a beneficiary is listed in your retirement account, will, or trust. A beneficiary is an individual (or legal...
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