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Estate Planning Mistakes That Lead to Breach of Family Harmony

December 22, 2022

Some estate planning decisions can lead to terrible family rifts that never recover.

Estate Planning

How to Prepare for a Disaster: Emergency Documents You Need

December 19, 2022

If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.

Estate Planning

What’s More Important: Estate Plan or Trust?

December 16, 2022

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.

Estate Planning

Probate Planning: Settling Your Estate

December 14, 2022

The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.

Estate Planning

Don’t Miss Out on Estate Planning Opportunities

December 12, 2022

People often overlook critical steps when they are doing their estate planning.

Estate Planning

Unequal Inheritances: What Happens Behind-the-Scenes?

December 9, 2022

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

Estate Planning

Estate Planning for Different Ages and Stages of Life

December 7, 2022

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.

Estate Planning

5 Major Missteps in Your Estate Planning

December 5, 2022

It goes without saying that everyone should have an estate plan.

Estate Planning

6 Steps to Prevent Family Fights over Inheritance

December 2, 2022

In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.

Estate Planning

Ways to Transfer Home to Your Children

November 30, 2022

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.

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