Our Estate Planning Blog
It is particularly important to consider a special needs trust when planning for beneficiaries with disabilities.
An opportunity for college students to sign healthcare directives which will allow their parents to obtain critical information in an emergency. I will have all
How does step-up basis impact capital gains tax impact an inheritance?
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
Pink’s COVID-19 battle left her fearing for her life. During a conversation on Mark Wright’s Heart radio show, the 41-year-old singer revealed that she went so far as to rewrite her will, when she was ill last year.
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
Knowing when life insurance is taxable and how to avoid taxation can help families ensure their loved ones get all of their policy’s proceeds.
I feel I was taken advantage of to the tune of $3,500, when I set up a trust.
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