When you are engaged in inheritance planning and deciding how you would like to provide for your various family members, the specifics of each individual’s age, personality, and station in life are going to come to mind. For many people making these plans is not as simple as looking at a pie and deciding how … [Read More]
Veterans A & A Can Give You A Boost
As you plan for your twilight years you have a lot to keep in mind from a financial perspective. Nobody wants to expect the worst, but it may be a good idea to prepare for it while expecting the best. With this in mind, there are those who pass away suddenly without showing any signs … [Read More]
Small Business Succession Planning
When you are the owner of a business in partnership with others the matter of succession is something to consider when you are planning your estate. The dynamic that exists between partners in a privately owned business is unique. When one of them passes away or leaves for some other reason the remaining partners are … [Read More]
Creative Gift Giving
When you are working on your estate plan and doing some inheritance planning you are naturally going to take the matter very seriously. Depending on the size and scope of your assets you may be in a position to leave your heirs with life changing inheritances, and this is something that takes a lot of … [Read More]
Blended Families & Estate Planning
When you get divorced it is important that you disinherit your former spouse. Though many people recognize the fact that they need to change their wills after getting divorced, this only impacts the assets that must pass through probate. There are others that pass outside of probate, so you really should sit down with your … [Read More]
What Is An Ethical Will?
When you are planning your estate you hear about a lot different legal instruments, but perhaps the most basic and well known among them is the will. This is of course the document that you draw up to elucidate your wishes with regard to the distribution of your assets after your death. There is also … [Read More]
Estate Planning & Five Wishes
One of the things that you need to prepare for when you are planning your estate is the possibility of falling ill and ultimately becoming incapacitated as you face a terminal medical condition. Of course this is not a pleasant subject to discuss, but it is a reality that many people face at the end … [Read More]
Post Nuptial Agreements & Estate Planning
When you paint with a broad brush you can make assertions based on cookie cutter scenarios, and they may be applicable in many situations but there are always going to be exceptions. When it comes to marriage the base assumption probably needs to be adjusted to some extent. About 40% of marriages end in divorce, … [Read More]
Medical Gift Giving
A large part of estate planning involves making sure that your assets stay intact when it is time for them to be passed along to your heirs. The fact is that if the value of your estate does not exceed the estate tax exclusion, there isn’t much there to erode it other than the costs … [Read More]
Avoiding Probate With Revocable Living Trusts
On the surface it could seem to the uninitiated as though the exercise of estate planning is something that may sound harder than it is. You have assets, and when you die you want ownership of them to be transferred to the people of your choosing. What is so complicated about that? The answer is … [Read More]
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