Has Your Buy-Sell Agreement Recently Been Updated?
A buy-sell agreement should be a critical part of your estate plan if you have an interest in a business… Read More
Category: Estate Plan
Who Should You Name as Your Children’s Guardian?
If you’re like most parents of young children, you’ve probably put a lot of thought into raising your kids, ranging… Read More
A Living Trust and a Pour-Over Will: Two Estate Planning Documents Working in Tandem
At the very least, your estate plan should include a legally valid will governing the disposition of assets upon your… Read More
Estate Planning Pitfall: Your Estate is Tied Too Closely to Specific Gifts
Your will is designed to provide for the disposition of your possessions and tie up any loose ends in your… Read More
A Spouse’s Inheritance Rights Vary State by State
If you’re preparing to get remarried, your estate plan likely isn’t top of mind. However, depending on the state you… Read More
Qualified Charitable Distributions: Use QCDs to Transfer IRA Funds to Charity
After your retirement, or if you’re retiring soon, you may be more inclined to make donations to charity. However, you… Read More
Now’s the Time to Review Your Estate Plan
When you first dipped your toes into estate planning, you were probably told to start with a legally valid will,… Read More
Estate Planning Pitfall: You Haven’t Coordinated Your Estate Plan With Your Spouse
Estate planning can be complicated enough when you don’t have a spouse. But things can get even trickier for married… Read More
Net Gifts – A Gift-Giving Technique That Makes Sense in Certain Situations
Lifetime giving is a smart strategy to reduce your taxable estate. However, if you’ve exhausted your $12.06 million federal gift… Read More
Will Your Will Be Contested?
If your estate has to be probated, in a perfect world everything will go without a hitch and the assets… Read More
