June 9, 2022 •
Estate Planning 
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
Read MoreJune 8, 2022 •
Estate Planning 
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreJune 7, 2022 •
Estate Planning 
Some estate planning problems can be avoided by proper planning, others by good practices during the estate administration process.
Read MoreJune 6, 2022 •
Estate Planning 
One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.
Read MoreJune 3, 2022 •
Estate Planning 
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
Read MoreJune 2, 2022 •
Estate Planning 
It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
Read MoreJune 1, 2022 •
Estate Planning 
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
Read MoreMay 31, 2022 •
Estate Planning 
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
Read MoreMay 30, 2022 •
Estate Planning 
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
Read MoreMay 27, 2022 •
Estate Planning 
Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.
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