There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options, like transfer on death. Read more
Trust
A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider. Read more
You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away? Read more
Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out. Read more
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families. Read more
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires. Read more
One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust. Read more
Power of Attorney documents are often an afterthought when someone thinks about their estate plan. Read more
When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place. Read more
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning. Read more