National Estate Planning Awareness Week is October 17 - 23, 2022 National Estate Planning Awareness Week was adopted in 2008 to help the public understand what estate planning is and why it is such a vital component of…
Trust vs. Will: What's the Difference? One offers ease, and the other can take care of the complexities of your estate Wills and trusts are both estate-planning documents that provide direction for your family and loved ones after your death.…
Life Estate Deed: What Does It Mean And How Does It Work? When you own a home that you love, you may have a dream of giving that home to your children once you pass away. But realizing that dream…
The Estate Planning Essentials That Will Help Protect You, Your Family, and Your Assets! No matter the size of your estate, it’s important to have a plan in place to protect your family. Key Insights An estate plan details your…
Making End-of-Life Decisions: What Important Papers Do You Need? Making End-of-Life Decisions: What Important Papers Do You Need? As you face aging and the need to make plans for your future, you face having to make decisions about many aspects…
Executor & Trustee Guidelines If you have been named executor of a will or trustee of a trust, these guidelines can help you understand what's expected of you in the process. The executor (sometimes referred to as executrix for females)…
Estate Tax Exemption Amount Goes Up for 2022 As the estate tax exemption amount increases, fewer estates are subject to the federal tax. The federal estate tax exemption is going up again for 2022. The amount is adjusted each year…
Estate Planning for Blended Families – (Hint: It’s not a very Brady world.) Yes, I suppose they fit the broad definition of a blended family, but the story of the “lovely lady” and a “man named Brady” was, of course, simply…
How to Disinherit an Heir So you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will. Or maybe there’s…
Queen Elizabeth II's wealth and will to stay secret after her death The wealth of Queen Elizabeth II, often referred to as one of the wealthiest women in the world, has remained secret and so will her last will after…