Can You Keep Your Children from Inheriting Your Money?
I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?
February 17, 2022
What’s the Difference between Probate Assets and Non-Probate Assets?
Non-probate assets are those assets which do not go into an estate when the owner dies.
February 16, 2022
What Power Does an Executor Have?
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
February 15, 2022
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
February 14, 2022
Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
February 11, 2022
What Estate Planning Documents Should Everyone Have?
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
February 10, 2022
How Does a Charitable Trust Help with Estate Planning?
In general, the best reason to establish a charitable trust, is if you would like to create a long-standing form of charitable giving.
February 9, 2022
What Happens to IRAs and 401(k) when Spouse Dies?
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.
February 7, 2022
Update on Transfer Taxes for 2022
Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
February 4, 2022
How to Check the Validity of a Will
Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).
February 3, 2022
