What is A Marital Trust?
What Is a Marital Trust? If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a…
As Gen X and Boomers age, they confront living alone
As Gen X and Boomers age, they confront living alone As Gen X and Boomers age, they confront living alone. In 1960, just 13% of American households had a single occupant. But that figure has risen steadily, and today…
Do College Students Need An Estate Plan?
Do College Students Need An Estate Plan? Graduating from high school and preparing for college is a very exciting time in a young adult’s life. For most graduates and their parents, estate planning is probably the last thing on their…
What Is a Marital Trust?
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust. Marital trusts have multiple…
7 Tips For Setting Up A Trust For Your Children
7 Tips For Setting Up A Trust For Your Children When creating trusts, parents are faced with tough decisions about how to leave their assets to their children. While each person needs to consider their own situation and unique children,…
Make Your Estate Creditor-Proof.
Make Your Estate Creditor-Proof. Here's how to ensure assets go to your heirs. Ensure your assets go to directly to your loved ones instead of through probate. When you pass away, the tax man isn't the only one who can take…
Reviewing & Updating Your Estate Plan. Does Your Plan Come With A Client Care Program?
Reviewing & Updating Your Estate Plan Once you have established your estate plan, make sure it stays sound by revisiting it at regular intervals or at key life events. Many people review their estate plan at a regular frequency, often…
The Role of a CPA in Estate Planning
The Role of a CPA in Estate Planning Undoubtedly, just about every individual should create an estate plan as soon as feasibly possible. Many people harbor the misconception that an estate plan is only necessary for the rich or individuals…
How to Handle Sibling Disputes Over a Power of Attorney
How to Handle Sibling Disputes Over a Power of Attorney A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes…
Estate Planning for People With No Heirs
Estate Planning for People With No Heirs What to do with your estate when its inheritor isn’t obvious. One of the most important parts of estate planning is determining how to divide your assets. But what if you don’t have…