Can Grandchildren Receive Inheritances?
March 24, 2022
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Estate Planning For Life's Stages
Estate Planning Tools and the Ones You Must Have
March 23, 2022
Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.
Is Life insurance a Good Idea?
March 16, 2022
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
Are Millennials Estate Planning?
March 15, 2022
As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.
When Can Estate Assets Be Distributed?
March 14, 2022
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
What Does Estate Plan Include?
March 13, 2022
A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.
Can Estate Planning Reduce Taxes?
March 12, 2022
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
Is Prince’s Estate Settled Yet?
January 29, 2022
The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.
How Should I Handle an Inheritance?
January 28, 2022
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
What are Best Assets to Inherit?
January 27, 2022
If you really want to help your heirs out, these are some of the best assets to leave them.
Subscribe!
