Myths about Your Estate When You Die
Regardless of whether the law makes sense to us, we are all required to abide by it.
Regardless of whether the law makes sense to us, we are all required to abide by it.
The most common question I get asked in our Mutual Interview is, “What’s the difference between a will and a trust?” The answer is based on the way each gets treated while you’re living and after you die. Whether you choose one or the other depends on your goals for your plan. [Read More]
This time of the year is a great time to revisit your estate plan, so you can ensure your legacy is protected for years to come.
One of the most dramatic scenes in the movie, is the gathering of the Thrombey Family at their father’s estate to hear the reading of the will.
Turning 65 is a major milestone for many Americans, as it is the traditional age at which they start thinking seriously about retirement.
We often use the euphemism “getting hit by the bus” to begin the discussion and get our clients thinking about what the reality of that situation would look like, if they were suddenly no longer available.
You’ve heard the statistic: 55% of Americans don’t have a will and there are lots of reasons why If you’re one of those no-will Americans,
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
If you choose not to decide, you still have made a choice (“Freewill” by Rush). Estate planning is based on a single choice: will you
The law says that your kids magically become adults the day they turn 18. Regardless of their ability to wash a load of laundry or prepare a meal for themselves, our society has decided that their 18th birthday is your kids’ moment of emancipation from the totalitarian regime that is – according to your kid, anyway – your parenting. They’re not done with high school yet, but they’re certainly capable of reading and understanding a residential lease or property disclosure statement. Right? [Read More]