WHY CREATE AN ESTATE PLAN? You don’t have to be a millionaire to benefit from an estate plan. Reasons to create an estate plan are as unique as the individuals who create them. If you own a home, … [Read more...] about 15 Common Reasons To Do Estate Planning
Planning It Right the Second Time Around
How to ensure you’ve covered the basics One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first … [Read more...] about Planning It Right the Second Time Around
Living Trusts: Calculating the Benefits
Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy. Yet it’s also … [Read more...] about Living Trusts: Calculating the Benefits
Dangers of Do-It-Yourself Wills and Living Trusts
DANGERS OF DO-IT-YOURSELF WILLS AND LIVING TRUSTS Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we are, what … [Read more...] about Dangers of Do-It-Yourself Wills and Living Trusts
Where There’s a Will, There’s a Probate
Would you like to know the intimate details of Jacqueline Kennedy Onassis’ life? You don’t have to read her story in the tabloids or wait for the latest unauthorized biography. You can peruse the … [Read more...] about Where There’s a Will, There’s a Probate
Trust Administration: Prior Planning Prevents Problems
Trust Administration—What You Need to Know Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the Trust prior to … [Read more...] about Trust Administration: Prior Planning Prevents Problems
The Trouble of Joint Tenancy
Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were … [Read more...] about The Trouble of Joint Tenancy
Estate Planning with Individual Retirement Accounts
USING THIS REPORT At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing … [Read more...] about Estate Planning with Individual Retirement Accounts