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Should a Charitable Lead Trust Be a Part of My Estate Planning

What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment (as we find ourselves in now)?

Posted on: October 20, 2021

Estate Planning for Special Needs Children

It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.

Posted on: October 19, 2021

Is My Will Void If I Get Divorced?

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.

Posted on: October 18, 2021

What are Digital Assets in an Estate?

Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’

Posted on: October 15, 2021

When Should You Fund a Trust?

For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.

Posted on: October 14, 2021

What are the Worst Things to Leave in My Estate?

If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.

Posted on: October 13, 2021

Where Do You Score on Estate Planning Checklist?

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.

Posted on: October 12, 2021

Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”

Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?

Posted on: October 11, 2021

Learn about Estate Planning in Your New State

When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.

Posted on: October 8, 2021

What are Biggest Mistakes in Estate Planning?

As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.

Posted on: October 7, 2021