Pre-Election Estate Planning Includes a Vast Variety of Trusts
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
What Happens If I Don’t Fund My Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
Why Everyone Needs an Estate Plan
If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Which Stars Made the Biggest Estate Planning Blunders?
The saying goes that anyone who does not learn from mistakes in the past, is doomed to repeat them. In estate planning, if you do not learn from other’s mistakes, you are likely to repeat them.
How to Plan for Incapacity
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.
Will James Brown’s Estate Finally Be Settled after 15 Years?
James Brown died on Christmas Day 2006. However, almost 15 years later, litigation over his estate rages on. The Godfather of Soul had bequeathed the majority of his assets to underprivileged students in South Carolina and Georgia, but not a single scholarship has been given, pointed out Donald W. Beatty, Chief Justice of South Carolina’s Supreme Court.
Estate Planning Is a Gift and a Legacy for Loved Ones
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own.
Using Retirement Funds in a Financial Crisis
U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.
How Do I Talk about End-Of-Life Decisions?
No one likes to think about the end of their life, but it’s an important topic that many people put off until it’s too late.
5 Estate Planning Strategies to Keep Your Money in the Family
5 Estate Planning Strategies to Keep Your Money in the Family The inheritance you leave could still be eaten away by taxes and expenses. Here are five strategies to avoid that. By Maryalene LaPonsie, Contributor Nov. 19, 2015, at 11:07 a.m. 5…