Our Estate Planning Blog
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
Life insurance is an essential part of estate planning. When you buy life insurance, it’s important to make sure the policy payout will be enough to take care of your loved ones.
As parents, we often want to help our adult children who need a financial boost. Many times, this assistance comes in the form of a loan.
If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
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.
