August 20, 2020 •
Estate Planning Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
Read MoreAugust 14, 2020 •
Estate Planning All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
Read MoreAugust 10, 2020 •
Estate Planning If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
Read MoreAugust 7, 2020 •
Estate Planning Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.
Read MoreAugust 6, 2020 •
Estate Planning It's never too early to start working on how your things will be handled, once you pass away.
Read MoreAugust 3, 2020 •
Estate Planning Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.
Read MoreJuly 27, 2020 •
Estate Planning Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…
Read MoreJuly 8, 2020 •
Estate Planning More and more often, estate beneficiaries are retaining their own attorneys to make sure that the executor properly administers the estate.
Read MoreJuly 1, 2020 •
Estate Planning Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money.
Read MoreJuly 1, 2020 •
Estate Planning A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing husband — was forged.
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