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…
Safety First – for Your family and Your Estate Planning Documents
There are different ways to safeguard your documents and still make sure your heirs and executor know how to find them….
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…
The American Families Plan – Certain Families Have Cause to Worry
Certain families have cause to worry about the American Families Plan proposed by President Biden.
Wealth Transfer – Putting Yourself First
Wealth transfer is another name for giving away money, but before choosing recipients or heirs, consider your own present and future needs first.
Making Room for Pets in Your Budget – and in Your Estate Plan
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 Estate Plan Calls Attention to the Importance of Wills
Larry King’s holographic will serves as a reminder of the importance of periodically reviewing one’s estate plan, adapting to changed circumstances..
How Do Your Social Security Benefits Relate to Your Estate Plan?
Your social security benefits needs to be considered part of your comprehensive estate plan.
Should You Sidestep Tradition in Naming Your Estate Planning Agents?
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.
IRA Ins and Outs under CARES and SECURE
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
