How Often Should I Update my Estate Plan?
I do a lot of presentations before groups and one of the most common questions…
8 years ago
Ivy Altman
What happens to a vacation home when the owner dies?
In some cases, the home may pass by will to children and other heirs, incurring…
8 years ago
The Importance of Life Insurance Trusts
The proceeds of a life insurance policy are included in the insured’s taxable estate…
8 years ago
Protecting the Rights of Heirs of Deceased Beneficiaries
After a long and happy life, Grandpa Watkins moves on to the great beyond. He…
8 years ago
Is Writing Your Own Will the Best Option?
It’s the classic movie scene: Three people are trapped underground with little hope for a…
8 years ago
Gifting Prior to Death
Gifting to your heirs before you die has a huge tax savings for you, and…
8 years ago
What Happens to Inherited Wealth Upon Marriage
All newlyweds hope for “happily ever after.” Unfortunately, for almost half of Americans who wed,…
8 years ago
The Importance of Advanced Planning
Estate planning is a critical necessity when someone is diagnosed with a terminal illness: It…
8 years ago
Determining Mental Capacity in Estate Planning
Aunt Minnie may appear to be a little flighty and forgetful, but does that mean…
8 years ago
Pre-planning for Sudden Death
Why do people avoid estate planning? A recent study found that some estate holders believe…
8 years ago