Review Your Estate Plan!
“When it comes to a will or estate plan, don’t just set it and forget it. You need to keep them updated,” says CNBC article,
January 21, 2022
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“When it comes to a will or estate plan, don’t just set it and forget it. You need to keep them updated,” says CNBC article,
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
Prince’s 2016 death created one of the largest and most complicated probate court proceedings in Minnesota history.
My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?
Estate planning is the process of arranging who will receive your assets when you die.
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
The Setting Every Community Up for Retirement Enhancement Act or the SECURE Act, went into effect on January 1, 2020. Before we dive into what
Many people draft personal notes to their loved ones and their successors. However, few take the time to pen a thoughtful letter to their executor to help guide their decisions in the future.
The expression recognizes the blindness that many of us have in relationships to the spending habits of partners and the effect it has on our own finances.
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