estate planning

Top 3 Reasons You Need an Up-to-Date Estate Plan

Although we live in a world where information is easily accessible through the internet, there are still many misconceptions surrounding estate planning. Most of us do not dedicate our time to learning more about topics like estate planning, because we may not know that we need an estate plan or realize the benefits associated with [...]

2023-10-06T00:25:50+00:00Estate Planning|

Do Not Become a Statistic

Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning. Whether you need to create an estate plan or update an [...]

2023-10-06T00:14:53+00:00Estate Planning, Trusts, Wills|

Nine Ways Your Estate Plan Could Breed Conflict

Friction between family members can escalate during a scorching summer heatwave. Likewise, a flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in several ways. Lack of a plan. If you fail to create an estate plan altogether, it can lead to significant disputes and confusion among your [...]

2023-07-06T19:15:42+00:00Estate Planning, Trusts|

Important Probate Rules You Should Know

When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who the living relatives are, and their relationship to the person who died. If the deceased person did not have a trust [...]

2023-05-10T17:33:08+00:00Estate Planning, Wills|

Taxes That Can Impact Your Estate Plan

Estate planning involves deciding how to plan for the management of your money, property, and well-being before your death and how to distribute your money and property after your death. A comprehensive estate plan should consider the impact that taxes can have on your estate and ensure that your estate is distributed in a tax-efficient [...]

2023-05-10T15:41:01+00:00Estate Planning, Taxes|

Balancing Act: What Matters Most to You?

When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act between saving on income and estate taxes, protecting their hard-earned savings from their ultimate beneficiaries’ creditors, and providing maximum benefit to their loved ones. Finding the right balance requires careful consideration of the [...]

2023-04-12T19:37:01+00:00Estate Planning, Taxes|
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