What Is a Fiduciary and Why Is It Important?
One of the most important decisions you will ever make is choosing a fiduciary.
June 30, 2021
What Happens If an Unmarried Partner Dies?
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
June 28, 2021
Estate Planning
Should You Get Medical Power of Attorney?
Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.
June 24, 2021
Why Is Estate Planning So Important?
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
June 23, 2021
Estate Planning
What are Biggest Blunders Folks make after 50? Estate Planning Mistakes
Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.
June 22, 2021
What are Top ‘To-Dos’ in Estate Planning?
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
June 21, 2021
Estate Planning
Do I Need an Estate Plan If I’m Not Married?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
June 18, 2021
Estate Planning
Can Family Members Contest a Will?
The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
June 15, 2021
Estate Planning
When Should an Estate Plan Be Reviewed?
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road. An out-of-date estate plan may not achieve your wishes, or may not be consistent with today’s tax laws.
June 15, 2021
What Does SLAT Mean in Estate Planning?
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
June 3, 2021
