How Do I Protect My Spouse and My Children in a Second Marriage?
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
Organize Your Important Papers and Get Personal and Financial Affairs in Order
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
What are the Federal and Gift Tax Exemptions for 2024?
The federal gift, estate, and generation-skipping transfer (GST) tax exemptions and the annual exclusion from gift tax are historically high due to a temporary increase under the Tax Cuts and Jobs Act.
Resolve to Do Your Estate Planning in 2024
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Common Estate Planning Mistakes and How to Avoid Them
Even those with the best of intentions can fall into the trap of estate planning misinformation. Estate planning attorneys frequently hear rumors and ill advice disguised as facts.
Estate Planning Tips for Blended Families
Estate planning for blended families presents unique challenges. Unlike traditional family structures, reports Barrons recent article titled, “When Remarrying Creates a Blended Family: Advice From Financial Pros,” blended families often involve complex relationships and diverse financial backgrounds, making the process of estate and financial planning more intricate. This article has tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
Navigating the Financial Journey Living to 100
In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity.
Rethinking Retirement
When contemplating retirement, a review of the past, present, and future highlights the relatively recent and complex evolution of this modern concept.
How Do You Plan for the Death of a Spouse? Get Your Estate Plans in Order.
Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.
Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
