Estate Planning
When Do I Need to Review Will?
Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.
February 1, 2022
Estate Planning
Can a Pet Trust Be Created to Protect a Pet?
Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
January 31, 2022
Estate Planning
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
January 28, 2022
Estate Planning
What are Best Assets to Inherit?
If you really want to help your heirs out, these are some of the best assets to leave them.
January 26, 2022
Estate Planning
What Is Considered an Asset in an Estate?
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
January 24, 2022
Estate Planning
What Estate Planning Should I Do in My 50s?
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
January 21, 2022
Estate Planning
What Estate Planning Documents Should Everyone Have?
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
January 19, 2022
Estate Planning
Why Should I Name a Trust Beneficiary?
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
January 18, 2022
Estate Planning
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 17, 2022
Estate Planning
How Business Owners Can Avoid a Family Fight over a Family Company
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
January 14, 2022
