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What Is a Digital Estate Plan?

It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.

Posted on: July 5, 2022

Senior Second Marriages and Estate Planning

More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.

Posted on: July 4, 2022

Can a Family Limited Liability Company Reduce Estate Taxes?

These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.

Posted on: July 1, 2022

When Should I Think About Business Succession?

A common and often costly mistake when it comes to business succession planning is not starting the process early enough.

Posted on: June 30, 2022

Should I have a Pour-Over Will?

What is a pour-over will?

Posted on: June 28, 2022

What’s Involved in an Estate Inventory?

Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.

Posted on: June 27, 2022

Has the Pandemic Made People More Aware of Estate Planning?

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

Posted on: June 24, 2022

Does a Supplemental Needs Trust have an Impact on Government Benefits?

For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.

Posted on: June 22, 2022

How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.

Posted on: June 21, 2022

What Exactly Is a Prenup?

Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.

Posted on: June 20, 2022