Should Young Families have an Estate Plan?
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
What Is the Best Way to Make Sure Children Can Handle an Inheritance?
How can you prepare your children to handle the assets they’ll eventually inherit?
What Does ‘Per Stirpes’ in a Will Mean?
Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
Is the Pandemic Making Young People Think About Estate Planning?
Caring.com, a leading senior living referral service and the nation’s top site for senior care reviews, has published a comprehensive report from its annual Wills and Estate Planning Study.
How Do Special Needs Trusts Work?
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
Wealthy Women Face Challenges in Estate and Tax Planning
Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
Should I Name a Trust as Beneficiary of My IRA?
It’s generally a bad idea to name a trust as beneficiary of your IRA.
Estate Planning and a Second Marriage
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
If I Move to a New State, Do I Need to Update My Estate Plan?
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
Why Would I Need a Living Trust?
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?