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.
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.
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 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.
What are the Biggest Estate Planning Mistakes?
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
Stop Procrastinating and Have Your Estate Plan Done
The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
Joint or Separate Trusts?
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
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.
What Is Purpose of an Irrevocable Life Insurance Trust?
Death and taxes may be certainties of life, but how much tax your family pays upon your death is still within your control to a certain degree.
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