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Half of Americans Making More than $100K Don’t Have a Will

June 17, 2022

Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.

Estate Planning

Is Putting a Home in Trust a Good Estate Planning Move?

June 15, 2022

Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.

Estate Planning

What Should I Know about Estate Planning before ‘I Do’?

June 13, 2022

The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.

Estate Planning

Is Your Incapacity Plan in Place?

June 10, 2022

You may lose the ability to manage your own affairs as you grow older. Therefore, it’s necessary to have an incapacity plan in place.

Estate Planning

Senior Second Marriages and Estate Planning

June 8, 2022

More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.

Estate Planning

What about House Contents when Someone Dies?

June 6, 2022

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

Estate Planning

How Does My Inherited IRA Fit into Estate Planning?

June 3, 2022

Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.

Estate Planning

Can a Family Limited Liability Company Reduce Estate Taxes?

June 2, 2022

These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.

Estate Planning

Why Have a Joint Revocable Trust?

May 31, 2022

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.

Estate Planning

What Should I Leave Out of My Will?

May 27, 2022

Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.

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