Estate planning is an activity many families, especially in lower-income communities, don’t often use, despite its many benefits. Two-thirds of Americans don’t have a will, according to the 2022 Caring.com survey. Read more
estate planning
An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die. Read more
Are you worried about what might happen to your estate and investments if you become disabled or incapacitated? Read more
When preparing testamentary documents, such as wills and trusts, protecting beneficiaries with disabilities should be a priority. Read more
The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes. Read more
How should you include digital assets in your estate plans? What do your heirs need to know about inheriting these assets? Read more
The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value. Read more
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple’s children and grandchildren, are supported financially. Read more
Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust. Read more
