How Far in Advance Can I Begin My Estate Planning?
You can create your estate plan at any time, but many people choose to begin the process sooner rather than later. Why? Because you never know when life-changing medical or ...
Sometimes Stuff Is the Most Important Part of Your Estate Plan
Sometimes Stuff Is the Most Important Part of Your Estate Plan Most people usually think about who will receive their retirement and bank accounts, life insurance proceeds, real estate, ...
Beware of Unequal Contributions When Purchasing a House
At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership dream. According to the National Association of Realtors (NAR), ...
Could a Testamentary Trust Be What Your Loved Ones Need?
One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on ...
You Can Benefit from Giving Gifts
A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they ...
Bills and Services to Cancel—and Keep—When a Loved One Dies
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 ...
What Is a Devise in My Estate Plan?
If you are thinking about creating an estate plan, you may hear some new and confusing terms. For example, an heir is a person who legally (under a will or ...
What Not to Include in Your Estate Planning Documents
One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this ...
Home Security Systems and Estate Planning
Estate planning helps bring peace of mind and a sense of security, both in our lifetime and beyond. While we cannot predict our fate, we can at least dictate how ...
What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt ...