How Often Should I Update my Estate Plan?
10 years ago
Trusts
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…
10 years ago
The Importance of Life Insurance Trusts
The proceeds of a life insurance policy are included in the insured’s taxable estate…
10 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…
10 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…
10 years ago
Gifting Prior to Death
Gifting to your heirs before you die has a huge tax savings for you, and…
10 years ago
What Happens to Inherited Wealth Upon Marriage
All newlyweds hope for “happily ever after.” Unfortunately, for almost half of Americans who wed,…
10 years ago
The Importance of Advanced Planning
Estate planning is a critical necessity when someone is diagnosed with a terminal illness: It…
10 years ago
Determining Mental Capacity in Estate Planning
Aunt Minnie may appear to be a little flighty and forgetful, but does that mean…
10 years ago
Pre-planning for Sudden Death
Why do people avoid estate planning? A recent study found that some estate holders believe…
10 years ago