
Sound Like a Broken Record in Estate Planning?
The year 2020, plagued by COVID-19, has exposed all of our vulnerabilities to disease and death, regardless of age, gender, and socio-economic class.
The year 2020, plagued by COVID-19, has exposed all of our vulnerabilities to disease and death, regardless of age, gender, and socio-economic class.
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
Depending on your family situation and the value of your estate, forming a trust can be an important addition to your farm transition plan.
State-by-state differences in matters around taxes, inheritance, marital property and more make a thorough review imperative.
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.
A last will and testament is the foundation of an estate plan, which lets you plan for your estate after you’re gone. However, there are certain things that you might not want to put in your will.
There are several myths about how estates must be distributed that can lead to lots of worry about what will happen to a “wild child” in the future and stress about family dynamics.
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