Table of Contents Losing a spouse is one of the most difficult experiences anyone can go through, and the emotional toll can be overwhelming. In addition to the emotional pain, widows are often faced with significant financial challenges, especially if […]
Who should consider a Living Trust? Anyone who wants to protect their assets, avoid probate, and ensure that their wishes are carried out after they pass away should consider a living trust. How Much Does a Living Trust Cost? The […]
How do I include cryptocurrency in my estate plan? Q & A: Question: How do I include cryptocurrency in my estate plan? Answer: If you own cryptocurrency, you must leave detailed instructions for accessing it, and ensure that one […]
There are two primary types of trusts — revocable living trusts and irrevocable trusts — and each one comes with different tax consequences.
While having a will is important – all adults over age 18 should have this document in place – it’s just one small part of an effective estate plan that works to keep your loved ones out of court and out of conflict.
If your child has special needs, you must understand exactly what’s necessary to provide for them in the event of your own death or incapacity.
Without a thorough understanding of how the legal process works upon your death or incapacity, you’ll likely make serious mistakes when creating a DIY will or trust.
If you leave your retirement account to the people you love outright, simply by naming them as beneficiaries on your retirement account rather than through a special trust, there are risks.
If you’ve started saving for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, education savings account, or Irrevocable Trust.
While your individual retirement plan and goals will be unique to your income, family situation and desired lifestyle, most Americans share a number of common retirement milestones.
