Trusts Make Sense Even When You Aren’t a Billionaire
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
What Kind of Estate Planning Do I Need During the Pandemic?
The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.
Is the Pandemic Motivating People to Do Estate Planning?
Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.
What are the Basic Estate Planning Documents?
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
Estate Planning Is Best When Personalized
When something is tailored to one’s needs, everything can go smoother.
Happy Presidents’ Day!
Presidents’ Day is a federal holiday celebrated on the third Monday in February; Presidents’ Day 2021 will occur on Monday, February 15. Originally established in 1885 in recognition of President […]
Happy Valentine’s Day!
How Can Blended Families Use Estate Planning to Protect All of the Siblings?
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
Happy Lunar New Year!!
Gong Hei Fat Choy and Chúc mừng năm mới! Lunar New Year brings in the new year based on the Chinese lunar calendar. It is the one of the most […]
Will I Get A Bill as My Inheritance?
Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.