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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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
