What Are the Biggest Estate Planning Questions I Need to Answer?
The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans. Afterall, they’re not rich, so why make the effort?
What Do I Tell My Children About Their Inheritances?
Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.
What Do I Really Need to Know About Trusts?
It’s a well-documented fact that most people do no estate planning. Of those who do, the majority use a last will to pass their estate to a spouse or divide it among their children.
An Estate Attorney Can See How Law Changes Impact Your Estate Plan
If you haven’t looked at your will or estate plan lately, now is a good time to do so.
Will a Reverse Mortgage Help Me in Retirement?
While it’s common advice that retirees should avoid borrowing if possible, situations could arise when it will be necessary. Where to turn?
Common Asset Protection Mistakes in Titling Real Property
Unlike personal property, real property–such as real estate or automobiles–is titled to convey ownership.
Use a Trust to Protect an Inheritance
If you have any reservations about who you have in mind when writing your will, whether you're thinking about a young child or even an older person who could be vulnerable to scams, a trust could make a lot of sense.
What Are the Biggest Threats to Estate Planning?
For the second consecutive year, family conflict was identified as the leading threat to estate planning.
How Do I Include Retirement Accounts in Estate Planning?
While most estate planning focuses on physical property, like your home, and liquid assets, such as investment accounts, retirement plans can actually make up a large portion of one’s estate. Due to the specific tax rules governing these assets at death, you must plan carefully to ensure these funds are integrated properly into your estate distribution plans and tax savings strategies.
Who Will Cover My Debt When I Die?
Will your debt continue to haunt you from beyond the grave? Find out what exactly happens to debt when you die, while you still owe.