Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary – lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating …
In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from your estate — are determined is highly dependent on how your property is titled. Generally, property with title …
Continue ReadingAre Your Documents Following the Same Script?
A dream without a plan is simply a wish. Estate planning is not just about death and taxes — it puts you in the driver’s seat of your financial life, allowing you to set achievable goals. It is a great …
Continue ReadingHow Estate Planning Can Help You Dream About Your Future
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you’ve effectively just done a working inventory of your possessions—as you’ve figured out how to consolidate …
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this …
Continue ReadingIsn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you with many opportunities to give gifts to family, friends, and charities tax-free. Some are straightforward, while others may require the help …