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.
Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.
Pet owners bring their animals on vacation, buy them fancy food and pay more for their healthcare. Including them in estate planning is a logical next step, estate lawyers and pet owners say.
Discover the benefits of forming an LLC for your business, including liability protection, tax advantages, and flexible management options.
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.