Simple Steps to Make the Executor’s Job Easier
One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.
How Can I Upgrade My Estate Plan?
Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. However, it’s not just freewheeling entertainers.
A Good Estate Plan Equals Peace of Mind and Peace in the Family
More than likely, most people may not want to envision a time spent in court, arguing with siblings and other family members, or fighting with financial institutions and health providers to uphold end-of-life wishes and the management of personal assets.
Who Should I Name as Trustee?
Having a trust is just one important piece of the puzzle, when planning for your financial legacy. Another piece: your trustee.
What Does Portability Mean, and How Do I Use It?
Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.