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Your last will and testament is your final speech, the place where you lay out your wishes. It is the means by which you divide your earthly assets and set in place measures to protect your loved ones' future. According to CNBC, more people began realizing this and...
Your estate plan aims to care for those you love after your death. While part of this is leaving them with financial and personal items, another part relieves the burden of uncertainty about how you want things to unfold, even before you die. A clear estate plan...
People at the estate planning table may wish to determine who inherits their property or who has authority if they should fall ill. Many people do not think to determine who pays for their funeral. Grieving loved ones do not typically have a savings account ready to...
A Will, formally called a “Last Will and Testament”, is probably the most well-known estate planning document. Most people know that a Will is the document where you designate in writing your wishes for how any assets titled solely in your own name with no joint...
Summer is finally here! Many families are enjoying their last few months together before sending their child off to college for the first time in the fall. Purchasing dorm room supplies, school supplies, and filling out university paperwork are among the few things on...
As we kick-off the new year, where do things stand as far as the federal and state estate planning and tax laws? We certainly suffered a bit of whiplash with all the potential changes that were initially proposed as part of the Infrastructure Investment and Jobs Act...
When making your estate plan, you need to select an executor. This person will hold crucial responsibilities and a fair amount of power, so it is important to choose wisely. Your first instinct may have you leaning toward one of your relatives. But is a relative...
Including a trust in your estate plan can be a beneficial way to manage your assets. But you will want to choose carefully and ensure using a trust makes sense for your plans. A revocable trust is the most common option. This type of trust allows you to make changes...
It’s that time of year where everyone starts to think about making charitable donations, whether that be for the simple act of kindness, the goal of reducing income taxes owed for the year or both. Whatever the reason, if you have charitable intentions heading into...
You may have heard the term “portability” thrown around in the past few years in consultation with your attorney or tax preparer, but do you really understand what it means? In this post, we will take the time to explain portability and why it could be an important...