How Do Family Relationships Mess Up Estate Planning?
Families should plan early and communicate their wishes to their estate planners, as well as update their legal documents to reflect those wishes.
Smart Women Protect Themselves with Estate Planning
Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take estate planning seriously.
Why Is a Revocable Trust So Valuable in Estate Planning?
Trusts are one of the most versatile items of the financial planning toolkit. However, they are not just for rich people. With the new higher estate tax exemptions, avoiding or reducing estate tax is not a concern for most of us.
When Was the Last Time You Talked with Your Estate Planning Attorney?
The Tax Cuts and Jobs Act signed into law in December 2017 could have a major impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.
This is the Year to Complete Your Estate Plan!
If You Haven’t Started Your Estate Plan, Now is The Time.
Will Stepmother Take Dad’s Money When He Dies?
Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need to raise new questions with their clients and offer new solutions.
How Do I Include My Pet in My Estate Plan?
Here are a few financial planning tips/topics, if you are considering a new pet or looking to ensure that yours is cared for should you predecease it.
What Documents Do I Need When Someone Dies?
After someone dies, family members will need to locate all of the decedent's important papers.