Tag Archives: estate planning
Estate Planning Goals That Everyone Should Focus On
Estate planning is not merely for the wealthy or elderly. It’s how all people can control how their assets will be managed and distributed late in life and after their death, thereby ensuring that their needs and intentions are met and that their loved ones are cared for. Whether you have modest or substantial income […]
How to Write a Will That’s Contest-Proof
The purpose of a will is to transfer your assets upon your death to the people or entities you want to receive them. But how effectively this is accomplished depends in large part on carefully expressing your intentions and instructions in these documents, as well as making sure they comply with applicable state law. In […]
Blended Families Present Estate Planning Challenges
Planning your estate can be complex, and more so if you are part of a blended family, such as one that includes children from prior marriages of you or your spouse. In addition to considering the typical financial ramifications and tax consequences, you must take added measures to ensure you are making adequate legacies for […]
Understanding How COVID-19 May Have Affected the Value of Your Estate
The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be […]
