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.
Estate Law Blogs & News
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.
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.
What Does Tenancy by the Entirety Mean?
Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that’s used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse’s death.
What are Trustee Fees?
When creating an estate plan, it may be necessary to name a trustee to handle your assets.
How to Choose a Trustee
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Can There Be Unequal Distributions in an Estate Plan?
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
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