Tell the Children about Your Estate Plan
Even those with thorough estate plans might have neglected to discuss details with potential heirs.
Estate Law Blogs & News
Estate Planning Is Best When Personalized
When something is tailored to one’s needs, everything can go smoother.
How Can Blended Families Use Estate Planning?
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
What Kind of Estate Planning Mistakes Do People Make?
Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.
How Can Estate Planning Address the Troubled Child?
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
What Do I Need to Know about Creating a Will?
Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.
What are the Basic Estate Planning Documents?
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
What Happens to Credit Card Debt when Someone Dies?
If you get bogged down with a high balance that you can’t easily afford to pay off, it can take years to get out of debt. However, what happens to your credit card debt, if you die before you’ve repaid it?
What Should I Know about a Revocable Living Trust?
A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.
Should a GRAT Be Part of My Estate Plan?
Low interest rates and looming potential tax changes make this a good time for high-net-worth clients to use a special tool to transfer wealth: the grantor-retained annuity trust (GRAT), a strategy to reduce future estate taxes, by transferring assets to beneficiaries without using the lifetime gift tax exclusion.
Subscribe!
