Take care when Gifting to an Heir
One of the biggest conundrums of estate planning is considering how, or even if, you can give money or property to your heirs in a manner that will help them.
November 23, 2021
How to file Taxes after your Spouse Dies
About 1.5 million Americans become widows and widowers in a normal year, but the pandemic has boosted that significantly. The National Center for Family and Marriage Research at Bowling Green State University estimates that about 380,000 of more than 700,000 people in the U.S. who have died from Covid were married.
November 22, 2021
Update Estate Plan after Divorce
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
November 17, 2021
Providing Financial Security to your Heirs
Inherited assets come with benefits, along with some burdens
November 11, 2021
Trusts and Wills have some Key Differences
No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.
November 4, 2021
What type of Documents need a Notary ?
Individuals buying a home, adopting a child, completing estate planning documents, such as wills and advanced health care directives, or completing any number of legal procedures may find themselves in need of a notary.
October 27, 2021
What’s an Enhanced Life Estate?
Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.
September 30, 2021
Pot Trust gives you added Flexibility
A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.
September 28, 2021
Using Cryptocurrency in your Estate Planning
What Is Cryptocurrency? Why Has It Been So Popular?
September 27, 2021
Which Trust Is Right for You?
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
September 21, 2021