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Estate planning can involve creating a will or trust, but it also can include making a business succession plan. This plan identifies and prepares for the transfer of ownership and control of a business to a new owner. It can help the current business owner ensure...
Smart estate planning requires understanding the present and preparing for the future. Some events that can affect your plan stem from major life events – a new job, having children, getting married. Others stem from changes in the law. One example lies in the...
Many people associate estate planning with preparing for what happens following their deaths. However, an important component of estate planning often includes preparing for the future as well, including what your wishes are should you become incapacitated and unable...
If you are interested in legally protecting your assets, you may consider a trust to help keep them safe until the time comes for them to be distributed. There are many advantages to a revocable living trust, including the ability to: Make changes to the trust or...
Whether you are young, old or in between, you must have heard about estate planning, although you may not be sure of how it applies to you, and whether you need to get involved with it right now. Well, the reality is that you never really know what life will hand you...
Completing an estate plan represents peace of mind that your loved ones will be provided for long after you are gone. However, the process is not “one-and-done.” As time goes by, certain significant life changes will necessitate revisiting the document. An initial...
When you finish your estate plan, you met a life milestone, and your family will thank you after you pass. You are in the one-third of adults who have any form of an estate plan, according to a 2021 survey by Caring.com. However, what happens if you do not pass...
Having kids is complicated, expensive, frustrating and fulfilling. No parent would trade a single second with their children. But, the other side of that joy is responsibility: The responsibility to make sure your children are safe, even after you are gone. Therefore,...
Many people make the mistake of thinking that estate planning is nothing more than throwing together a will to specify how their assets will be distributed upon their passing. Others even go so far as to think that they don’t need an estate plan because they simply...
If you have an adult child with special needs, you might spend some sleepless nights worrying about how your child will be taken care of financially. A person with special needs may not be able to fully understand their finances and how they relate to their needs....
