Why Everyone Needs an Estate Plan
First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.
Estate Law Blogs & News
Estate Planning Documents Needed for a Happy Retirement
Most people can’t wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.
Can I Fund a Trust with Life Insurance?
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Can a Power of Attorney Protect My Assets as I Get Older
Many people focus on only protecting their estate from probate. However, in the big picture, probate is the least of their worries.
Make Your Wealth Last In Early Retirement
Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.
Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
Dividing Pablo Picasso’s Estate, a Disaster
When Pablo Picasso died in 1973 at the age of 91, he left behind about 45,000 works of art – so many that it would take the entire Empire State Building to display them all at the same time – and yet he didn’t leave a will.
Mistakes New Parents Make with Money
September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.
Consider Funding a Trust with Life Insurance
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Avoid Estate Planning Mistakes
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
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