There are many estate planning strategies available for passing your financial legacy across generations, but what works best for one family may only work for some. Some of these estate planning tools work best together, says the recent article, “Which…
What Is a 529 Plan? A 529 plan is an investment account that offers tax benefits when used to pay for qualified education expenses for a designated beneficiary. You can use a 529 plan to pay for college, K-12 tuition,…
Tina Turner Settled Estate Matters Years Before Death to Avoid Family Drama. Tina Turner Settled Estate Matters Years Before Death to Avoid Family Drama.Sources revealed that Tina started getting her final will in order in 2021. The singer feared her…
What Happens to Airline Points & Miles After You Die? What Happens to Airline Points & Miles After You Die? If you’ve begun the important task of preparing your Estate Plan, you may want to consider what to do with…
What Assets Should I Keep Out Of My Trust What Assets Should I Keep Out Of My Trust. The process of funding your living trust by transferring your assets to the trustee is an important part of what helps your…
Up Before SCOTUS: The Consequences of Not Paying Property Taxes Up Before SCOTUS: The Consequences of Not Paying Property Taxes. On April 26, 2023, the U.S. Supreme Court heard oral arguments in a case that involves an elderly former homeowner…
How Can You Help Minimize Estate Taxes. How Can You Help Minimize Estate Taxes. If estate taxes and estate planning haven't been top of mind for 2023, now might be the time to start thinking about them. It's true that…
The Dangers of DIY Estate Planning The Dangers of "Do It Yourself "Estate Planning. While it may be tempting to save some money and plan your estate by yourself, it is likely not a good idea. Estate Planning is full…
What Does the Term "Decedent" Mean? “Decedent” is a legal term that refers to a person who has died with unsatisfied legal obligations. At the end of their life, a decedent has some legal duties that must be fulfilled through…
Stephen ‘tWitch’ Boss’s wife Allison Holker legally granted half of her late husband’s future earnings Stephen ‘tWitch’ Boss’s wife Allison Holker legally granted half of her late husband’s future earnings. Widely known as ‘tWitch,’ Boss was a beloved figure in…