How Do I Address Digital Assets in Estate Planning?
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
How to Simplify Estate Planning
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
Your Will and Estate Planning Checklist
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
What Is a POD Account?
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
What Does SLAT Mean in Estate Planning?
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
What Does the Executor Do?
If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.
Does My State have Inheritance Tax?
If you live in California, you likely know it is one of the highest-taxed states when it comes to income taxes. However, there is some good news for those worried about estate taxes. California is part of the 38 states that don’t impose their own estate tax.
What’s the Best Thing to Do with an Inherited House?
Leaving behind a home for a loved one to inherit is a huge gift, but without the right planning, it could be an equally large headache.
How can I Revoke an Irrevocable Trust?
I feel I was taken advantage of to the tune of $3,500, when I set up a trust.
Will My Power of Attorney Be Good Enough?
Not every power of attorney will be sufficient to manage your affairs, if you become incapacitated.
