Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
The year-end 2024 crunch is coming. What should you consider and do now? Many things are happening that affect your estate planning, and you need to evaluate it.
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.
Estate planning can include wills, trusts, powers of attorney, guardianship for your minor children, personal health decisions, avoiding probate and more.
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