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Should You Gift Stocks as Part of Your Estate Plan?

Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it’s a gift that can add value to their lives long after most other gifts have been forgotten.

Posted on: February 15, 2021

Can Unmarried Couples have an Estate Plan?

The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

Posted on: February 14, 2021

Does a Trust Have to Be Funded to Be Valid?

If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.

Posted on: February 12, 2021

Who Can Witness Wills?

When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.

Posted on: February 11, 2021

Why Is a Trust Smart Estate Planning for Farmers?

Depending on your family situation and the value of your estate, forming a trust can be an important addition to your farm transition plan.

Posted on: February 11, 2021

Some States Have No Estate or Inheritance Taxes

As states address budget woes due to the pandemic, one place they may turn to for revenue as they have in past economic crises is death taxes.

Posted on: February 9, 2021

Do We Need Estate Planning?

Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.

Posted on: February 8, 2021

What to Do First when Spouse Dies

After a loved one dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.

Posted on: February 5, 2021

Do I Assume My Parents’ Timeshare when They Die?

Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?

Posted on: February 4, 2021

What States Make You Pay an Inheritance Tax?

As if losing a loved one weren’t hard enough, you might also have to add ‘death tax’ on the property that you receive from the estate—depending on where you live—in addition to all the other costs of death.

Posted on: February 1, 2021