How You Title Your Assets Has an Impact
The way in which assets are titled can be vital.
I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
Here are four types of estate situations that could call for professional legal help.
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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.
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Of course, just because you have a living trust doesn’t mean you’re all set. Here are a few of the most common mistakes people make with their living trusts.
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Your estate plan should certainly be revised, if you have gotten married or divorced.
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