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
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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
If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates,
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
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
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
The loss of a loved one comes with many unexpected challenges. Losing a beloved relative or friend can be overwhelming, and the process of handling their affairs in the wake of such a
Many people choose to prepare a revocable living trust as the basis of their estate plan rather than joint ownership or a will because when it is properly prepared it avoids the public,
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