A couple of major corporations have announced that they will pay to have the eggs of female employees frozen for later use. You might not believe it, but this could have an effect on your estate plan.
Read More »When Are Charitable Gifts Delivered?
With the holiday season upon us, the charitable giving season is also upon us. Charitable giving is important not only for income tax purposes, but can also be important for estate tax purposes.
Read More »3 Famous Pet Trust Cases and the Lessons We Can Learn from Them
Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too much money. These days, pet trusts are considered mainstream. For example: in May 2016, Minnesota became the 50th (and final) state to recognize pet trusts. But not every pet trust […]
Read More »3 Celebrity Probate Disasters and Lessons to Learn from Them
With all the wealth accumulated by the rich and famous, one would assume that celebrities would take steps to protect their estates once they pass on. But think again: Some of the world’s richest and most famous people have passed away without a will or a trust, while others have made mistakes that tied their […]
Read More »Did you include your grandkids in your will? 5 Tips to Avoid Common Problems
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper precautions aren’t set in place. If you’re planning to […]
Read More »5 Things Every New Mother Needs to Know About Wills
As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, the process of bringing new life into the world sparks intense feelings of wanting […]
Read More »Documents Needed in Estate Planning
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing them to take care of business while mourning their loved one. You should consult with and hire a qualified estate attorney to help you through the process, estate settlement requires […]
Read More »You Can Forget about Estate Planning Mistakes!
The good thing about making mistakes when it comes to estate planning is that you won’t be around to suffer the consequences. The downside is that your loved ones could be subjected to further pain. To prevent you and your family members from enduring more stress, misery or confusion than necessary, here are five estate-planning […]
Read More »Silly Questions? Not When It Comes to Your Will
It’s something parents shudder to think about: a will. That’s probably why more than half of Americans with children do not have a legal will. Parents love their children, and the concept of dying and not being there for their children is simply not an option they consider. Establishing a will is a vital part […]
Read More »Alternatives to a Reverse Mortgage
If you’re 62 or older, you may be able to convert the equity in your home into cash with a reverse mortgage. This loan lets you borrow against the equity in your home to get a fixed monthly payment or line of credit. Repayment is deferred until you move out, sell the home, become delinquent […]
Read More »