Providing Financial Security to your Heirs
Inherited assets come with benefits, along with some burdens
November 11, 2021
Small Business Owners need Estate Planning
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
October 28, 2021
Estate Planning for Special Needs Children
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
October 18, 2021
Estate Planning for Same-Sex Couples
Some people might assume that estate planning is only for the wealthy. However, the reality is that anyone can, and should, engage in estate planning, regardless of wealth. Although creating an estate plan for same-sex couples isn’t totally different than for heterosexual couples, there are some considerations that are unique to same-sex couples.
September 15, 2021
When Should You Terminate an ILIT?
Should I terminate these trusts and just have my children as beneficiaries of my investment accounts and life insurance?
August 17, 2021
Who Inherits IRA if the Beneficiary Passes?
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
July 14, 2021
How to Manage a Special Needs Trust
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
June 28, 2021
Do You Have to Probate an Estate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
June 7, 2021
Consider a QTIP trust for your Blended Family
A popular technique is to use a qualified terminable interest property (QTIP) trust.
June 3, 2021
Estate Planning is more than a Tax Strategy
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
May 18, 2021