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Most people assume that a will is all they need to secure their legacy. While a will is a foundational estate planning tool, it cannot address every situation. It won’t help you avoid probate, for instance, or address your long-term care planning needs. Diversifying...
Life can take unexpected turns, sometimes joyous and sometimes heartbreaking. In the midst of life's unpredictability, you might face the difficult situation of outliving someone you've named in your will. This scenario, while painful to consider, is a reality many...
Losing a loved one is tough. The last thing you want is to lose their hard-earned assets to taxes. Fortunately, a concept called "portability" can help you maximize your spouse’s estate tax exemptions, potentially saving you from a hefty tax bill. Let’s explore how it...
Writing a will is an extremely personal experience. Its objective is to make it clear how you want your assets and inheritances dispersed after your death. To do this, you must designate an executor to carry out your wishes. You must also designate your beneficiaries,...
When doing your estate planning, you might think a do-it-yourself (DIY) approach is a smart and cost effective. It can seem appealing and manageable due to the countless online templates and resources at your fingertips. However, there are some significant risks you...
When a loved one dies suddenly, even if they’re in their senior years, their surviving family may have no idea whether they had a will or any other estate plan documents. Many people don’t feel comfortable discussing the contents of their will with loved ones –...
During the course of their estate planning, some people run into a thorny problem. They may have one or more beloved heirs who never learned how to properly manage their money. Other times, the problems differ, as an adult child or grandchild could have a serious...
While nobody likes to think about the possibility of becoming incapacitated, life is unpredictable, and disaster can strike when you least expect it. An incapacitating accident or illness can happen to anyone at any time. Imagine being unable to make decisions for...
A business trust is a legal structure in which the trust technically owns the business and the business is managed by a trustee for the benefit of others. Unlike a limited liability company (LLC) or corporation, a business trust is governed by the trust agreement...
When someone appoints a person to execute their will, they pick them for a reason. They are someone they feel they can trust. When family members find out who is to execute the will of their recently deceased loved one, they might have suspicions about the person’s...