When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Heirs Who Just Say No, Thank You
read more
estate administration
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
Don’t Bequeath a Device Without Operating Instructions
Adult children need to be included in discussions of your estate plan, if for no other reason than that. each needs to be willing and able to perform the duties assigned, and the location of your documents.
A Cautionary Estate Planning Tale from Dubai
A news story about a Dubai billionaire’s death highlights the need for careful estate planning and business succession planning.
What Does Title Insurance Have to Do With Estate Planning and Veterans?
Your title presents your rights to your property. Therefore, any transfer of property through a gift or estate planning, needs to consider title insurance.
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.
Why Your REALTOR and Estate Planning Attorney Need to Meet
Your REALTOR and estate planning attorney need to work together to sell a home after the owner has died. Seniors Real Estate Specialist Steve Rupp explains the challenges.
Aaliyah’s Estate Isn’t Happy – Will Yours Be?
20 years after her death at age 22, the estate of rhythm and blues singer Aaliyah Haughton was still tied up in disputes. Money and inheritances are common causes for conflicts in families, but estate planning can help maintain harmoney.
Why Your Estate Planning Attorney and Tax Advisor Need to talk
Grandparents who took out student loans to help children or grandchildren – or adults who borrowed to pay for education after being displaced during the recession are now faced with the possibility of dying with the loans still unpaid. Some loans will be discharged on death; for others, life insurance can fund the repayments.
It’s Not That Easy Being an Estate Executor
It’s not easy being an estate executor. Learn what the duties are for this job – and how to make it easier for the executor of YOUr estate to do that job…
