Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how a trust can … [Read more...] about Planning for Education Expenses
Planning for the Unexpected
It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to learn more about the prevalence of unexpected deaths and … [Read more...] about Planning for the Unexpected
529 Plans: Planning for Education with a Tax and Asset Protection Bonus
Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how 529 plans … [Read more...] about 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
How Much is Too Much?
This article looks at the question of how much is too much to leave your children. Many people have pledged to give the majority of their wealth to charity. If you won’t leave all your assets to your … [Read more...] about How Much is Too Much?
The Importance of Communicating Your Plans
Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look at the importance of communicating … [Read more...] about The Importance of Communicating Your Plans
Your Planning Can Help Your Loved Ones
Each of us will die eventually. This article looks at how planning can make your passing easier for your loved ones. Specifically, this article will look at the importance of the manner in which … [Read more...] about Your Planning Can Help Your Loved Ones
Planning for Step-Children
If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for … [Read more...] about Planning for Step-Children
Disinheritance
Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look at how you can disinherit someone … [Read more...] about Disinheritance
Basics of Estate Planning: Asset Protection
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate Planning Attorneys, Inc. This is another in a series of blogs on the basics of estate … [Read more...] about Basics of Estate Planning: Asset Protection
Storing Your Estate Plan
You’ve done everything you were supposed to. You have been to see your estate planning attorney, you’ve signed a plan that reflects your wishes, and you’ve updated your beneficiaries on your accounts. … [Read more...] about Storing Your Estate Plan