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Tasks to Be Done After a Loved One Passes

Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.
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How can You Make Changes to Your Estate Plan?

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
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Unmarried Couple? What You Need to Know about Estate Planning

Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.
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What Is a No-Contest Clause?

No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
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Why are Contingent Beneficiaries Important?

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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How can Families Minimize or Avoid Estate Taxes?

An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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What Is a Transfer on Death (TOD) Beneficiary?

A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
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Can a Minor Be Named as a Beneficiary?

You can’t name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
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Minimize Family Feuds about Your Inheritance

The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
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Can I Help My Kid Buy a Home?

Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?
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