Estate Planning
Who Is the Best Choice for Executor?
Choosing the personal representative of your estate is important. Making the wrong decision can cause utter chaos.
September 9, 2022
Estate Planning
What Do You Need to Do When a Spouse Dies?
Death, while inevitable, is not often predictable. This can leave many people financially unprepared if their spouse suddenly dies–especially if the deceased was the one that took care of the household balance sheet.
September 7, 2022
Estate Planning
What Is Digital Asset Estate Planning?
Many people don’t realize the extent of their electronic and digital lives and the potential problems they’re leaving for others to deal with.
September 6, 2022
Estate Planning
State Estate Taxes. Some States Have Tough Estate and Inheritance Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy. However, several states have their own estate taxes and inheritance taxes that could still hit your heirs.
August 31, 2022
Estate Planning
Same Sex Couples Estate Planning
For married same-sex couples, a marriage license may soon no longer be enough to protect their union.
August 30, 2022
Estate Planning
Estate Planning for Children. Some Key Documents Should Be Considered Before Sending Your Child Off to College
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
August 29, 2022
Estate Planning
Should We Have an ABLE Account or a Special Needs Trust? The Answer is A Special Needs Trust.
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
August 26, 2022
Estate Planning
Pay Attention to Income Tax when Creating Estate Plans
Avoidance of estate taxes is one consideration in estate planning.
August 24, 2022
Estate Planning
What Happens to Digital Assets After Death?
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
August 23, 2022
Estate Planning
Are a Living Will and a Do Not Resuscitate Order the Same?
Is there a difference between a “living will” and a “do not resuscitate” order?
August 19, 2022
