What are Mistakes to Avoid with Beneficiary Designations?
August 11, 2022
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
When Should I Hire an Estate Planning Attorney?
August 5, 2022
Here are four types of estate situations that could call for professional legal help.
Do I Need an Estate Plan If I’m 25?
June 28, 2022
As soon as you are an adult, you should have an estate plan in place.
What Should I Know about Estate Planning before ‘I Do’?
June 7, 2022
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
What Assets are Not Considered Part of an Estate?
May 13, 2022
In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
Can I Split My Inheritance with My Sibling?
March 22, 2022
In order to give your brother half of the assets in the IRA, you will have to liquidate a portion of the account and pay the taxes on the liquidated amount if it’s a traditional IRA.
When Do I Need to Review Will?
February 3, 2022
Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.
How Do I Write a Will?
February 1, 2022
Most people should have a will, but it’s rarely the most significant estate planning document an individual holds.
Does My State Have an Inheritance Tax?
January 20, 2022
Do you have to pay taxes on inheritance?
How Can I Clean Up My Estate Plan?
December 29, 2021
While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones.