Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
There are different ways to safeguard your documents and still make sure your heirs and executor know how to find them….
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…
Certain families have cause to worry about the American Families Plan proposed by President Biden.
Wealth transfer is another name for giving away money, but before choosing recipients or heirs, consider your own present and future needs first.
After a $50,000 car accident, he realized that the $2,000 auto insurance premium he’d been complaining about had been a real bargain, Sarah Healy’s client Tim confessed. The client wondered whether insurance could extend to something about which he cared even more...
Larry King’s holographic will serves as a reminder of the importance of periodically reviewing one’s estate plan, adapting to changed circumstances..
Your social security benefits needs to be considered part of your comprehensive estate plan.
While many designate their oldest child as exeucutor, trustee, or Power of Attorney, it is better to select agents in accordance with their expertise and ability to manage those duties.
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.