When Was The Last Time You Reviewed Your Life Insurance Policy?
Life insurance used to have a much larger role in an estate plan than it does today. Why is this? Because families would use life insurance payouts to pay estate
Life insurance used to have a much larger role in an estate plan than it does today. Why is this? Because families would use life insurance payouts to pay estate
You may be wondering if you need to file a gift tax return if you made gifts last year. There are many situations when it’s necessary (or desirable) to file
It may not be your first thought to consider how bequeathing assets to your family might affect them when creating or revising your estate plan. But, it’s extremely important and
Owning property jointly benefits an estate plan, generally speaking, as joint ownership offers multiple advantages for surviving family members. On the contrary, there are exceptions and it may not be
A revocable trust can provide significant benefits. Otherwise known as a ‘living trust,’ they can include the ability to avoid probate of the assets the trust holds and facilitating management
A buy-sell agreement should be a critical component of your estate and succession plans if you own interest in a business. These agreements provide for the orderly disposition of each
Passing as much of your wealth as possible to your family may be one of your primary estate planning goals. That means sheltering your estate from gift and estate taxes.
Nearly a quarter (23%) of U.S. children under the age of 18 live with one parent according to the Pew Research Center. This is more than three times the share
If you’re charitably inclined, you probably know that donations of long-term appreciated assets, such as stocks, have an advantage over cash donations. However, in some instances the roles can be
As is typical, you’ve probably accumulated a wide variety of tangible assets throughout your life. Such valuables, ranging from automobiles to works of art to property and beyond, are usually