Grounds for Contesting a Will
Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.
August 18, 2022
Even Young Adults Need a Will
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
August 16, 2022
Mistakes to Avoid with Beneficiary Designations
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
August 11, 2022
Are Testamentary Trusts a Good Idea?
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
August 10, 2022
IRS Extending Time to File Portability Exemption
The IRS issued a revenue procedure (Rev. Proc. 2022-32) Friday that allows estates to elect ‘portability’ of a deceased spousal unused exclusion (DSUE) amount as much as five years after the decedent’s date of death.
August 9, 2022
July 28, 2022
Spendthrift Trust has Restrictions to protect Heirs
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
July 27, 2022
Marital Trusts have multiple Benefits
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
July 25, 2022
Advantages to Establishing a Business Trust
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
July 18, 2022
Funeral Trust is an Option for Final Expenses
Setting up a funeral trust requires that a consumer take reasonable precautions and understand the process.
July 14, 2022