Are You Single with a Minor Child? If So, You Need a Plan
You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to […]
Ways Your Will Can Be Revoked
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 […]
Why Deathbed Planning Might Give You Additional Grief
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 […]
Surviving Tax Season
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 […]
Ladies, You Need a Plan
In 1987, Congress passed a law recognizing March as Women’s History Month—a time to honor the contributions and achievements of women throughout American history in a variety of fields. Women […]
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. […]
Unique Gift Ideas that Benefit You Too
You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by […]
Have You Made New Year’s Resolutions?
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with […]
What If Assets are Distributed and there Are Still Debts?
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
How Do I Give Assets to Minor Grandchildren in My Will?
You have many options to make sure your wishes are followed after you die.