Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
What’s Involved in the Probate Process?
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
What are Trustee Fees?
When creating an estate plan, it may be necessary to name a trustee to handle your assets.
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.
How to Keep Track of Mom’s Healthcare Information if She Gets Sick or Injured
Build your own medical emergency packet.
How Do I Keep My Assets from the Nursing Home?
Nursing homes are expensive with an average cost in the United States of $7,698 per month (2020 average). Most people cannot afford this expense, but they are in desperate need of the services provided by nursing homes (long-term care facilities).
Does an Ex-Wife Get Her Former Husband’s Inheritance Because He Died of COVID-19?
My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
Estate Planning for Asset Distribution
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.