Our Estate Planning Blog
The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
Celebrities and high-profile businesspeople continue to inadvertently provide lessons for the rest of us about how important it is to make a will and have
Death and taxes may be certainties of life, but how much tax your family pays upon your death is still within your control to a certain degree.
An essential part of estate planning is selecting someone to represent you after your death in the management of your estate. This personal representative is also known as an executor, or executrix, if you choose a woman as your personal representative.
Take advantage of new rules making it easier than ever to do pandemic estate planning for you and your family.
What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage?
Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
Here’s a closer look at the seven biggest changes to Social Security in 2021
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.
