Legacy Trusts
We are often asked the question “What is the best way to gift to my beneficiaries during my life?” Easy Answer: Legacy Trusts. A Legacy
February 24, 2022
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We are often asked the question “What is the best way to gift to my beneficiaries during my life?” Easy Answer: Legacy Trusts. A Legacy
Imagine your life has ended and you’re looking down from your cloud at your loved ones. Everything you’re looking at tells you 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,
Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
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.
The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.
First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.
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