Infusing the Principles of Etiquette into Your Estate Plan May is National Etiquette Month, and the goal is to encourage all people to act with consideration, respect, and honesty in
When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include a number of tools for your unique situation.
A will (which should be accompanied by other important documents such as advanced healthcare directive and financial powers of attorney) is a foundational estate planning document. However, according to Gallup, only 46
None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or fail to update it
Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also
True or false? Estate tax makes up the largest percentage of revenue collected by the Internal Revenue Service (IRS)? False. Approximately 50 percent of the IRS’s revenue comes from income tax,
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act between saving on income and estate taxes, protecting
Taxes That Can Impact Your Estate Plan Estate planning involves deciding how to plan for the management of your money, property, and well-being before your death and how to distribute
Nonjudicial Settlement Agreements: The Good, the Bad, and the Ugly Some trusts are irrevocable as soon as they are created, which means that, in general, the grantor (the person who created and
What? You didn’t know that March 14 (3/14) is National Pi Day? We didn’t either until recently, but now we know this celebratory day was established (you guessed it!) by