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
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
Americans over the age of 65 establish wills and estate plans at a faster rate than their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 42
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 spend a significant part of your life building your business, and it becomes a major part of your legacy. But when you die, everything you have built could fall apart if you
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
