Category: Last Will & Testament
You might have several goals you’d like your estate plan to achieve. They may include giving to your favorite charity… Read More
Estate Planning Pitfall: You Haven’t Recently Updated Your Powers of Attorney
Health care and financial powers of attorney are critical components of an effective estate plan. Indeed, while much of your… Read More
Asset Protection and Your Estate Plan – Preserve and Protect Your Wealth For Your Heirs
Asset protection is about preserving your hard-earned wealth in the face of unreasonable creditors’ claims, frivolous lawsuits or financial predators.… Read More
Glossary of Estate Planning Terms
Estate planning has a language of its own. While you may be familiar with common terms such as a will,… Read More
Gifting Made Easy: Max Out Your Annual Gift Tax Exclusion Amount
The annual gift tax exclusion amount has increased for the second straight year. The IRS raised the exclusion amount for… Read More
Estate Planning Pitfall: Your Estate is Tied Too Closely to Specific Gifts
Your will is designed to provide for the disposition of your possessions and tie up any loose ends in your… Read More
A Spouse’s Inheritance Rights Vary State by State
If you’re preparing to get remarried, your estate plan likely isn’t top of mind. However, depending on the state you… Read More
Now’s the Time to Review Your Estate Plan
When you first dipped your toes into estate planning, you were probably told to start with a legally valid will,… Read More
Does Your Family Situation Call for a Spendthrift Trust?
You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved… Read More
Small Business Owners May Qualify For The Special Use Valuation Method
The need for estate planning is essential for small business owners who have most of their personal fortune tied up… Read More