We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.
Estate planning can be a sensitive topic for families to talk about. Here’s how to get past the awkwardness and discuss estate planning with your family.
Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.
Inheriting a pre-tax IRA may be less beneficial than the parent intends.
The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.
Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.
Advance directives enable you to legally document healthcare and end-of-life preferences, ensuring that your treatment aligns with your values and wishes, even when you can’t speak for yourself.
I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
The current landscape of gift tax and generation-skipping transfer (GST) tax exclusions in 2024 offers a window of opportunity for strategic estate planning. Proactive planning, tailored to both federal and state-specific laws, is key to maximizing wealth transfer under these favorable conditions.
