October 1, 2020 •
Estate Planning ![]()
If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
Read MoreSeptember 30, 2020 •
Estate Planning ![]()
To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
Read MoreSeptember 29, 2020 •
Estate Planning ![]()
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
Read MoreSeptember 28, 2020 •
Estate Planning ![]()
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
Read MoreSeptember 25, 2020 •
Estate Planning ![]()
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
Read MoreSeptember 24, 2020 •
Estate Planning ![]()
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Read MoreSeptember 23, 2020 •
Estate Planning ![]()
Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
Read MoreSeptember 22, 2020 •
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As part of your estate planning, don’t forget to consider a power of attorney.
Read MoreSeptember 21, 2020 •
Estate Planning ![]()
Part of estate planning includes helping with the ever-escalating costs of education for children and grandchildren.
Read MoreSeptember 18, 2020 •
Estate Planning ![]()
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
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