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Do Young Adults Need Estate Planning?

Highfalutin terms like “estate planning” can put off younger adults and conjure grandiose notions of excessive wealth.

Posted on: December 23, 2021

When Should a Trust Be Reviewed?

Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.

Posted on: December 22, 2021

Who Should I Name as Trustee?

You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.

Posted on: December 21, 2021

How Important Is an Estate Plan?

Every individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate plan in order.

Posted on: December 20, 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?

Posted on: December 16, 2021

Does a Trust Protect You From a Lawsuit?

Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?

Posted on: December 15, 2021

What to Do with an Inherited IRA?

Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.

Posted on: December 14, 2021

Can You Refuse an Inheritance?

What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?

Posted on: December 13, 2021

What Is the First Thing an Executor of a Will Should do?

At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation.

Posted on: December 10, 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.

Posted on: December 9, 2021