Why Is Estate Planning Review Important?
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Do I Need More than a Will?
You should be aware of what a will can’t or shouldn’t do.
Estate Planning Brings Peace of Mind
Estate planning is a key piece of a comprehensive retirement plan.
What Taxes Have to Be Paid When Someone Dies?
Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for grieving families.
How to Protect Assets from Medicaid Spend Down
Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
Talk to Parents about Estate Planning without Making It Awkward
Discussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
Major Life Events Necessitate Estate Plan Changes
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
What Kind of Trust Is Right for You?
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
How Do I Address an Estranged Child in My Estate Planning?
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
