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
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.
The Biggest Estate Planning Mistakes!
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
What Does Legacy Planning Mean?
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
Does My Business Need a Power of Attorney?
As a business person you may have seen the term “durable power of attorney” in several situations. Power of attorney is a strange term because it’s not immediately clear what powers an attorney for the business may have.
Retirement Account Beneficiary Choices and Your Estate
It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts.
What Key Estate Planning Terms Should I Know?
Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
Special Needs Plans Need Regular Reviews!
Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.
What are the Responsibilities of a Trustee?
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
Could a Polar Bear Plunge Help with Dementia?
Cold water swimming may protect the brain from degenerative diseases like dementia, researchers from Cambridge University have discovered.
Subscribe!
