Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a special needs loved one – is not the ideal method of distributing assets in an estate plan. In
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You just found out that your favorite aunt, Aunt Melba, has died and have received a notice from the attorney handling Aunt Melba's affairs stating that you are a beneficiary. Your best friend advises
Recovering from a Health Scare? Now is the time to put your estate plan on the front burner. According to the Centers for Disease Control and Prevention (CDC), someone in the U.S. has
The wealth, property, and investments you create during your lifetime can be significant. If so, it’s probably because you have carefully managed your finances throughout your life, but have you thought about if
When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the family business? Will
Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits. This is absolutely not true. While Trusts commonly
Is your estate plan up to date? Give it this stress test to find out: 1. Do you have a will or a trust? Without your own plan you are relying on
You may think that your estate plan is something you already checked off your to-do list years ago. But the truth is that it’s not realistic to think that something you drafted years
If you are like me, you get to the last few months of the year and think about how to give gifts to your children or others that you love. Funny… the IRS
You found the love of your life, built a life together and have probably weathered your fair share of storms that have made you even stronger. Life without each other is inconceivable, but
