Search Results for: "Estate Planning"

June 2, 2021

Planning Considerations for Unmarried Partners

When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and…

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Updating Your Estate Plan

To make sure they are still good, you should check your estate planning documents frequently, especially with big life changes like births,…

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Can Dual Citizenship Ruin Your Estate Plan?

In early 2020, married actors Tom Hanks and Rita Wilson became honorary citizens of Greece. The president of Greece bestowed this honor…

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The Recipe for a Satisfying Estate Plan

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But…

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July 5, 2024

9 (Potential) Problems with Your Trust

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current…

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May 21, 2024

Do You Pay Capital Gains Taxes on Property You Inherit?

When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original…

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May 3, 2024

Tailoring a Will and Power of Attorney for Multiple States

If you own property — whether houses, bank accounts, or vehicles — in more than one state, do you need estate planning…

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March 14, 2024

8 Frequently Asked Questions on Last Wills and Testaments

Starting an estate plan can be overwhelming, and you probably have many questions. You are not alone. Below are eight questions people…

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February 1, 2024

Modifying an Irrevocable Trust Through Trust Decanting

A trust is a legal document that you can set up to give assets to someone else. Trusts can be revocable or…

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January 23, 2024

Do You Need a Spendthrift Trust?

The aging population is expected to transfer $30 trillion in the coming years, per Forbes. According to the Survey of Consumer Finances, the median inheritance…

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