Inheriting a pre-tax IRA may be less beneficial than the parent intends.
In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
Often clients are anxious to make annual gifts with the mistaken belief that their heirs will pay a tax at their death.
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
Divorce significantly affects your estate plan. Therefore, it’s crucial to take timely action to revise it. If you’re going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you’re considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.
At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.
A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.
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