Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
Special Scenarios Demand Special Estate Planning
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estate and tax planning
Is it a good idea to place my house in a trust?
Trusts are legal tools where the trustees hold and manage assets on behalf of the beneficiaries. They are commonly used in estate planning to manage and distribute assets to family members and others. They can help avoid probate, reduce estate taxes, and provide more...
In With the Old
There have been many changes in estate planning law, in technology, and in the law. Some principles of estate planning, though, never change.
Better Now Than Never When It Comes to Sharing Your estate Plan
Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
Seniors Need to be Smart About Scams
Alert to seniors, who increasingly are victims of scams.
“Homing In” on Your Estate Plan
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
Helping Heirs Inherit Collectibles Without Emotional and Financial Drain
Without careful planning, leaving collectibles can leave heirs with many headaches..,
Life Settlements Present an Additional Choice in Senior Estate Planning
In a life settlement, life insurance is sold to a third party, who later collects the benefit when the insured has died.
For Business Owners, Estate Planning Just Became a Step More Complex
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.
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.
