What’s the Best Way to Go with Intrafamily Loans?
As parents, we often want to help our adult children who need a financial boost. Many times, this assistance comes in the form of a loan.
How Important Is Estate Planning in the Pandemic?
Planning for unfortunate events is particularly critical in the era of Covid-19.
What are the Biggest Estate Planning Mistakes?
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
What Trusts are Available for Estate Planning?
Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts.
What Happens If I Don’t Fund My Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
What Basic Estate Planning Documents Do I Need?
At this stage of your life, preparing these must-have documents is one of the most profound acts of love that you can bestow. This paperwork can shield your family from needless heartache, hassle and expense.
What Does Pandemic Estate Planning Look Like?
The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”
Coronavirus Makes Estate and Tax Planning an Urgent Task
What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.
What Does My Estate Plan Look Like after Divorce?
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
How Do I Set Up a Living Trust?
Setting up a living trust is largely the same, regardless of where you live in the U.S.