Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
clients’ legal issues
Is Interest in Estate Planning on the Decline?
Is Interest in doing estate planning on the decline? It’s important to remember that controlling your assets and documenting your wishes can be established only through planning.
Starting Next Year, Required Means Required
The IRS has clarified the rules for inherited IRAs.
Inter-generational Estate Planning Thought Partnerships
Passing wealth from generation to generation can be “carrot-and-stick” – based, but it is far more effective to have open conversations about the responsibilities and challenges that accompany wealth.
Irrevocable Trusts – Unlovable, But Loving
"When you create an irrevocable trust you are creating a document you cannot change easily, and the property you transfer to the trust is no longer in your control," Daniel Timins writes in Kiplingercom. There are only three possible reasons anyone would part with...
Protecting What’s Yours So It Can Be Sure To Be Theirs
Trusts protect what’s yours, so it can belong to your intended heirs and not be lost through creditors or divorce.
Estate Planning Inside the Sandwich
Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
Army Vet Helps Both Civilians and Vets Prepare for the Best
his true life story illustrates the importance of life insurance and of estate planning to protect children from disputes and financial burdens.
Estate Planning, Too, is Based on Longevity Assumptions
Estate planning, like retirement planning, is based on longevity assumptions. As we age,, our goals and preferences change..