Many people are taking this time at home during the COVID-19 crisis to update their estate plan. Here are six critical estate plan components you should focus on in light of the current pandemic. Look ...
A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life's uncertainties. Your clients' estate plans should be ...
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The Essential Estate Plan Checklist (For Everyone!)
It’s widely understood that estate planning consists of passing on wealth from one generation to the next. While this is certainly a major component, far too often, there are several other critically ...
As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...
“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...
Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...
Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...
When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...
It’s easy to understand that misconception. A key focus of estate planning is to reduce the tax liability on your estate when you die. In 2024, however, the estate tax applies only to estates worth ...
As we enter National Estate Planning Awareness Week (Oct. 21-27), this is a good time to help the public understand what estate planning is and why it is such a vital component of financial wellness.
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