Our Estate Planning Blog
Taking care of these key tasks properly limits the potential for family turmoil and possible legal battles should you become incapacitated, as well as after your death.
Chances are you have one or more charitable causes that you support on an annual basis. It is also likely that you have failed to make any provision for charity whatsoever on your death.
My daughter is getting married soon. What can I do to protect her inheritance after my death?
Updating one’s estate planning documents involves changes to one’s trust, will and/or designation of death beneficiaries, as relevant. To be effective, such updates must be done correctly.
If you think Estate Planning is simply the creation of a will or trust, you are missing a large portion of information, and could potentially have assets that do not flow according to the plan you have set up in your will or trust.
Hotelier and philanthropist Barron Hilton has left 97% of his fortune to his family foundation, which will help strengthen its seven charitable programs across the world, focused on disaster relief and recovery, treating children with HIV and AIDS, poverty alleviation, and more.
Becoming a parent means taking on a whole new level of responsibility. After all, you’ve now got a new life in your hands and your child is dependent on you for everything.
Healthcare can be a daunting prospect for seniors, namely because health issues can creep up as people age, and because Medicare comes with a lot of hidden costs that seniors aren’t well-prepared for. However, if there’s one health-related expense that can really catch retirees off-guard, it’s none other than long-term care.
There are many questions that come with inheriting a piece of real estate. Do you want to live in it? Do you want to sell it? Do you have to split the property with another heir?
Thanks to changes in the 2017 tax law, 529 college-savings plans are being used as estate planning tools and to pay for more education-related expenses than ever before, according to InvestmentNews.
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