Estate planning is an important financial step that many individuals consider at various stages of their lives. One common misconception is that there is a specific age at which it becomes too late to begin this process. However, the truth is that the complexity of...
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Toll Free : 866-591-4451
Estate Planning
Why should young adults have wills and estate plans?
In the hustle and bustle of youth, the thought of creating a will or estate plan may not be in someone's mind. After all, most young adults are more focused on building their careers, exploring the world and enjoying their newfound independence. However, overlooking...
Is your estate plan safe?
Planning for the future is a good endeavor, and creating an estate plan is part of that process. Yet, it is not enough to simply draft a will or trust. You must also ensure that your estate plan remains secure and accessible when needed. Organize your documents Begin...
5 ways to avoid a contested estate plan
Creating an effective estate plan ensures the distribution of your assets happens according to your wishes after you pass away. However, estate plans can sometimes face challenges and disputes from family members or beneficiaries. To help you avoid such contests, you...
What you need to know about gift taxes during estate planning
When it comes to planning for the distribution of your assets after your passing, gift taxes are important to keep in mind. Gift taxes apply to the transfer of property or assets from one person to another without receiving full compensation in return. Grasping the...
What are reasons to update your business succession plan?
People update their estate plans to account for changes that affect their estate goals. Your business succession plan should not be an exception. To help ensure your company ends up in the right hands, you should alter your strategy when necessary. Here are some life...
Guiding your heirs: Protecting your estate in Massachusetts
Leaving an inheritance to your loved ones brings a sense of satisfaction, knowing that you have provided for their future even when you are no longer around. However, you might worry that your heirs could misuse or waste their inheritance, leading to financial...
Disadvantages of using downloadable estate planning forms
Would it surprise you to know that only just over one-third of American adults have any kind of estate plan? If you have not created a plan of your own, you probably have well-meaning friends and family members telling you to get one in place, especially if you have...
4 estate planning steps you should not overlook
The complexities of estate planning often lead to overlooked details. When you want the confidence that your estate plan is comprehensive, there are a few components you should address. There are four steps you should not overlook. 1. Choose a secondary executor You...
Estate planning for the terminally ill: 3 factors to consider
When a loved one receives a diagnosis of a terminal illness, such as metastatic cancer, the emotional impact is often considerable. As you attempt to help family members and the ill loved one to adjust to this new reality, the question of estate planning may come to...