Let’s hope you have a will and have named a power of attorney for finances and health care.
While most Americans aren’t in the market for tax shelters, the allegations in this case are a reminder of what can happen when taxpayers ignore professional advice and common sense on taxes.
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.
Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
A revocable trust allows assets correctly transferred into the trust during the grantor’s lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.
Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it’s not going to drink itself.
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