How Do I Deed My Home into a Trust?
You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who gets to stay where and for how long into the future.
Ignoring Beneficiary Designations Is a Risky Business
We are programmed to contribute the “max” to our retirement accounts and we disregard, or do not understand, the pitfalls of an improperly filled-out beneficiary forms.
What Types of Long-Term Care is Available for Veterans?
If you served the United States of America as a member of the armed services, you may be entitled to certain benefits that could make some aspects of getting older a little easier.
The Long-Term Care Sandwich Squeeze
Millions of Americans worry about saving enough for retirement, while also providing for their children’s future. However, most overlook another set of dependents who could cost them even more: their parents.
What to Know About a Power of Attorney?
The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it enables a person (the principal) to delegate certain powers to another (the agent) by means of a written legal document.
Small Business Owners Need Business Succession and Estate Planning
Developing a proper business plan, securing financing, marketing, paying taxes and all of the other small, but significant, details will surely be some of the most challenging yet rewarding work that you will perform in your lifetime.
Where Should I Keep My Estate Plan?
Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?
What’s Best for You, a Will or a Trust?
In past generations, families were very close, there were few estates that had any tax liability, and children respected their parents’ wishes, both before and after the parents passed away.
Beneficiary Designations and Your IRAs
If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.
Business Succession Planning For Business Owners
A solid estate plan should include your will, a power of attorney and a trust. All of these components provide asset protection for your business while you’re alive and after your death.