Probate can be a lengthy, expensive, and stressful process for your loved ones after your death. You may want to consider strategies to avoid probate
Living trusts are private, changeable and efficient. Are they right for you?
The IRS has clarified that benefits used under the current exemption won’t be subject to future reduction or ‘claw-back,’ meaning that proactive estate planning can lock in a permanent tax advantage, making now an opportune time to act.
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
Inheriting an IRA can significantly impact your financial future. Understand the ramifications of an inherited retirement to maximize benefits and minimize tax liabilities.
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.
Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.
Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
