Estate Planning
What Is the Last Surviving Spouse Rule?
Estate planning can be a significant part of successful financial management, especially for married couples.
April 15, 2024
Estate planning can be a significant part of successful financial management, especially for married couples.
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust is the best way to go, while others
A trustee is a person or entity responsible for managing and administering your trust according to your instructions and in accordance with state law. They are considered a fiduciary (meaning
As with any roll call, it is important to make sure that everyone is present and accounted for. Similarly, when assessing an estate plan, several legal tools, or documents, should
Although we live in a world where information is easily accessible through the internet, there are still many misconceptions surrounding estate planning. Most of us do not dedicate our time
Jimmy Buffett died on September 1, 2023, at age 76 after a diagnosis of Merkel cell carcinoma (skin cancer) four years earlier. He was a renowned singer-songwriter, film producer, businessman,
When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable trust—that is, a trust that you establish
A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many tasks that must be dealt
If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are
When a person dies, there are often several tasks that need to be completed to properly wind down their affairs (their estate)—funerals and other preparations need to be planned, bank