Sunday, June 26, 2022
estate planning basics

Understand the Basics of Estate Planning

For many people, mapping out an estate plan is something they intend to think about later. But too often, later never comes. The reasons for not dealing with...

How to Avoid the “Planning to Fail” in Your Estate Plan

You may be familiar with the saying, “Failing to plan is planning to fail.” It’s a significant reason why people set up an estate...

How the SECURE Act Will Affect You and the Beneficiaries of Your Retirement Accounts

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective...
legal challenge

Unhappy with a Will? You Might Be Able to Challenge It

There are instances when heirs are not happy with the terms of a person's will. When that is the case and the executor submits the will...

7 Reasons to Update a Will

Once you or your loved ones have a will drawn up, don't just put it away for safekeeping and forget about it. If your...

Want to Avoid Probate? Here are 6 Ways to Do It.

Life is busy. If you're like most people, you have a long list of things to do. However, it's critical to make time regularly to...

Protect Estate Assets from Creditors with a DAPT Trust

When developing an estate plan, you may want to consider setting up trusts for various reasons, including protecting your assets from potential creditors. One way to...
business succession planning

Transferring a Business? Consider a Grantor Retained Annuity Trust

Succession planning for your business can be daunting. Along with selecting the right family member or other individual to carry on the business, you must...

No Will? Who Gets the Assets?

Let's say an individual dies without a will. Who will inherit his or her assets? The first in line are spouses and children. But what...
0FansLike
65,678FollowersFollow
73,600SubscribersSubscribe
- Advertisement -

Featured

Most Popular

How to Handle Someone’s Taxes After They Die

The death of a loved one is always difficult but it can be even more challenging if you are the one who must handle all...

Latest reviews

How to Handle Someone’s Taxes After They Die

The death of a loved one is always difficult but it can be even more challenging if you are the one who must handle all...

Expecting Medicaid or Government Benefits? Consider a Hybrid Trust

Is this your situation? You worked hard all your life. You saved for a rainy day and retirement. Now, you are at that time in...

Deductible Medical Expenses for Seniors

The older people get, the more medical expenses they tend to incur. The only saving grace is the expenses may add up to a federal income...

More News