What’s New in SECURE 2.0 Act of 2022?
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
What Is Included in an Estate Inventory?
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
What Is a ‘Residuary’ Estate?
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
Does My Estate Plan Need an ‘ePlan’?
The average American maintains between 30 and 50 online accounts at any given time. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
Where Should an Estate Plan Be Stored?
Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.
Is Estate Planning and Writing Will the Same Thing?
Many people think that estate planning and writing a will are the same. However, one is just part of the other.
Can I Contest Dad’s Will While He’s Still Living?
The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.
Can Estate Plan Be Created without My Spouse?
I’m looking for guidance on where to start with planning in case something happens to me or my husband.
Are My Children Entitled to My Money?
Adult children may anticipate but are not legally entitled to an inheritance.
The Basics of Estate Planning
Estate planning might sound like something just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.