While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Taking care of an aging or ill family member can be enormously rewarding but also exhausting and emotionally draining.
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
If you are caregiving from a distance (you live here and your parent or other loved one is in another state, a distant city or as close as an hour away), it can be even more daunting than doing it in your home.
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
Develop a successful transition plan that will provide for you, your heirs and your business.
Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering event, a big injection of cash can certainly be a life-changing event in someone’s life.
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
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