Leaving assets to your adult children or other beneficiaries may seem simple. But in many... [Read more...]
Social Security Retirement Benefits Basics
The Federal Social Security Administration is responsible for providing Social Security retirement and disability benefits... [Read more...]
So You’ve Been Named the Executor of A Will. Now What?
Under ideal circumstances, you will know well ahead of time if someone plans to nominate... [Read more...]
Funeral Arrangements Can Make or Break Family Relationships
Until you’re in the heat of the moment in your own family or witness discord... [Read more...]
What’s the Difference between a Will and Living Will?
You’ve probably heard of the terms “will” and “living will.” However, if you are like... [Read more...]
How to Make a Legal Will
If you’re thinking about creating your will, you may have a lot of questions. This... [Read more...]
How Can I Control the Assets I Gift?
One of your primary estate planning goals may be to ensure that you leave behind... [Read more...]
Removing Life Insurance from the Taxable Estate
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
Removing Life Insurance Without Triggering the Transfer for Value Rule
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
The Basics: “HIPAA” Powers
This is the third in a three-part series of articles on Powers of Attorney by... [Read more...]
The Basics: Powers of Attorney for Healthcare
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
The Basics: Financial Power of Attorney
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
