Estate Planning
Top Benefits of Estate Planning
Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.
February 22, 2023
Estate Planning
Estate, Gift, and Generation Skipping Taxes for 2023
The Internal Revenue Services has announced the inflation-adjusted figures for estate, gift and generation-skipping transfer (‘GST’) tax exemptions for 2023.
February 21, 2023
Estate Planning
What You Need to Know About Inheritance
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
February 15, 2023
Estate Planning
What’s the Best Way to Organize Your Estate Plan?
Does somebody else know where it is in the event of your death or incapacity?
February 13, 2023
Estate Planning
What Happens When There Is No Will?
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
February 9, 2023
Estate Planning
What Should Not Be Kept in a Safe Deposit Box?
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
February 7, 2023
Estate Planning
Why Everyone Needs an Estate Plan
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
February 6, 2023
Estate Planning
Can I Protect My Family after Death?
The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
January 27, 2023
Estate Planning
What Happens When Property Is Owned Jointly and an Owner Dies?
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
January 26, 2023
Estate Planning
These Celebrities Didn’t have Wills…But You Should
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
January 25, 2023
