Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.