Charitable Giving and Your Estate Plan
Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.
The Second Most Powerful Estate Planning Document: Power of Attorney
A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
Estate Planning Is For Everyone
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
Estate Planning for Unmarried Couples
The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14 million in 2007. Among adults age 50 and older, the increase was 75%: About four million were cohabiting in 2016, up from 2.3 million in 2007.
Not a Billionaire? Trusts Can Still Be Beneficial
Even if your asset base doesn’t measure up to the Bill Gates standard, you may consider using trusts in estate planning. This is because they can help your heirs in many different ways.
Include Fido or Fluffy in Estate Planning
The best way to take precautions and ensure your pet will be well cared for, is by doing some estate planning.
What Does a Successor Trustee Do?
I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?
Five Estate Planning Mistakes to Avoid
Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.
From Gentle Persuasion to a No-Nonsense Approach, Talking About Estate Plans
Few families, of course, enjoy talking about money. Introduce the idea of estate plans and inheritance—who gets what and why—and conversations often never get off the ground.
How Does the SECURE Act Change Your Estate Plan?
These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected.