Should I Start Estate Planning Now?
Estate planning is a key piece of a comprehensive retirement plan.
December 17, 2021
Do Grandchildren Get Some of the Estate If Their Dad Dies before Me?
What if parents have wills and their contingent beneficiaries are their two adult children. If one of the adult children dies before the parents, who gets that contingent beneficiary’s share?
December 10, 2021
How Does a Will Work after Death?
Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of attorney and a last will and testament. Of the three essential estate planning documents, the will is the only document that is used after death.
December 5, 2021
Do Gifts Count Toward Estate Taxes?
A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
November 29, 2021
Do You Need an Estate Plan or Will?
Have you thought about how you’d like your family to continue after you’re gone? Having an estate plan isn’t just for the ultra-wealthy.
November 29, 2021
Should I Write My Own Will?
An online form or a DIY will kit may be a more cost-effective option. However, hiring a lawyer could save you money in the future.
November 21, 2021
Why Is an Estate Plan Important?
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
November 21, 2021
Who Pays Mortgage When I Pass Away?
One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.
November 19, 2021
What If Account has No Named Beneficiary?
My wife died and left a bank account with no beneficiary. The bank tells me I have to go through probate. I inherited everything else. What do I have to do?
November 15, 2021
Before They’re Gone—Estate Planning Strategies
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
November 12, 2021
