One of the hardest experiences a person can go through is losing a loved one. To make matters worse, there are various matters that must be handled soon after the fact as well. When a loved one dies without a valid will, it is known as dying intestate. In these situations, it can be worrisome […]
Read MoreThere are many options available for people who wish to create an estate plan. This can include setting up a trust. Doing so can protect their wealth from taxes to pass on as much as they can to a designated beneficiary. This is possible by appointing a third-party trustee to manage the individual’s assets on […]
Read MoreTax season is upon us, which means it is important to consider the tax implications that come with your estate plan. Educating yourself on these topics can benefit you in many ways before the end of the fiscal year. In doing so, consider the following estate and tax planning tips: Bunching Charitable Gifts for Income […]
Read MoreThroughout life, people often face many unexpected situations that can cause different problems. This may be if you are not around and need another person to take care of your loved ones or belongings. That is why it is important to be prepared and have an estate plan in place that outlines how to deal […]
Read MoreThere are often many misconceptions around creating an estate plan that it can deter a person from doing so. However, creating an estate plan is one of the most important things you can do for yourself. Continue reading below to learn about the most common estate planning myths and the realities behind them. A Will […]
Read MoreWhen a loved one passes away, it is often a difficult and emotional time. However, while it can be overwhelming, it is important that the proper steps are taken after their death in order to ensure their estate plan is taken care of. This includes the following: Notify Family Members and a Funeral Director After […]
Read MoreThroughout a person’s life, they often experience many changes that impact their future significantly. It is important that these moments are reflected in the individual’s estate plan. While excuses are often made about not finding the time to do so, the beginning of a new year is the perfect time to make these changes. It […]
Read MoreIt is important to prepare in advance for the end of your life, as it ensures there is a plan in place when that day comes. This is done with the creation of an estate plan. Within this plan may be a will, trusts, properties, life insurance policies, financial accounts, a designated power of attorney, […]
Read MoreNo one usually likes to think about the end of their life, let alone plan for it. However, this is very important for a person to do, as it allows them to have a plan for what happens to their assets when their life is over. Assets that are gathered over a lifetime and have […]
Read MoreThere are many people who have family members have special needs. Those who do understand how important it is to take care of that individual. It is important to know that this care does not have to stop when your life is over. In fact, there are ways you can incorporate a special needs loved […]
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