Top 10 Success Tips for Estate Planning
Estate planning is one of the most important steps you can take for yourself and your loved ones.
October 31, 2022
Blog Articles
Estate Planning
Senior Second Marriages and 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.
June 3, 2022
Estate Planning
How Do You Split an Estate in a Blended Family?
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
January 21, 2022
Estate Planning
What Do I Look for in a Trustee?
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
September 29, 2020
Estate Planning
What are Power of Attorney Options?
As part of your estate planning, don’t forget to consider a power of attorney.
September 25, 2020
Estate Planning
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
September 22, 2020
Estate Planning
Is It Time for a Pre-‘Check-out’ Checkup?
Second honeymoons are definitely romantic. A third is even more so, unless maybe if each was with a different person. Nothing wrong with that, but it is a game-changer. The will or agreement you wrote 20 years ago, which maybe you have misplaced or forgotten, may not reflect your current thinking — or soulmate.
September 21, 2020
Beneficiary Designation
What Should I Know about Beneficiaries?
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.
August 3, 2020
Beneficiary Designations
Does a Beneficiary of a Trust Have to Pay a Tax?
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, these beneficiaries are not subject to taxes on distributions from the trust’s principal.
July 9, 2020
Asset Protection
What You Need to Know about Trusts
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.
July 8, 2020
Recent Posts
Subscribe to Our Blog Digest & eNewsletter