Intrafamily Loans and How They Work
An intrafamily loan is a financial arrangement between family members—one who is lending and another who is borrowing. An intrafamily loan may be used to help a family member who […]
If My Will Is Filed with the Court, Will It Go through Probate?
Death is a personal and private affair that affects the deceased’s close family and friends. However, there is at least one aspect of death that may require state oversight: probate. […]
Could a Will Be Right For You?
The term last will dates back more than a millennium to English common law, in which a person expressed what they “willed” to have happen to their property. The use […]
Debunking Common Misconceptions About Wills
The majority of Americans do not have a will, and the number of US households with a will has been in steady decline.[1] At the outset, it is important to […]
Why Fewer Americans Are Making a Will
If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you […]
How to Choose the Right Agents for Your Incapacity Plan
Many people believe that estate planning is only about planning for their death. But planning for what happens after you die is only one piece of the estate-planning puzzle. It […]
Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts?
The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans were covered by a traditional employer-funded pension. But […]
From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan
You may have spent decades building up your sports memorabilia collection. Maybe you have some rare cards and autographed pictures that have steadily gained value over the years, and now […]
Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property
A vacation property can be one of the most valuable things you can pass down to your loved ones, from both a sentimental and financial standpoint. However, mixing money and […]
Ballots to Beneficiaries: How Potential Presidential Policies Could Shape the Future of Your Estate Plan
Ready or not, we are entering another presidential election season. If you are like most Americans, the economy is top of mind when it comes to evaluating the candidates. But […]