How Does My Inherited IRA Fit into Estate Planning?
An inherited IRA can be a valuable asset, but it comes with specific tax rules and distribution requirements that impact estate planning.
Estate Law Blogs & News
What Is the Difference Between Wills and Trusts?
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
Why Updating Your Will is Necessary
Life and laws change from year to year. Here’s why you should be updating your will to reflect.
What Happens If My Partner Dies and We’re Not Married?
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
What are the Basics of Estate Planning?
You don’t have to be older and rich to do some estate planning.
What Are the Responsibilities of a Trustee?
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
Top 4 Times You Need to Update Your Will
Even if you’ve already drawn up a will, if you’re in one of these situations, it’s a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.
Important Estate Planning Documents
Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.
Second Marriages and Estate Planning for Seniors
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
How Same-Sex Couples Can Protect Each Other
For married same-sex couples, a marriage license may soon no longer be enough to protect their union.
Subscribe!
