A will gives instructions about distributing your property after death, and living trusts are typically revocable—they can be changed along the way, and they are
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Think of an Estate Plan as Added Protection for Your Family
Estate planning is the way to determine what happens to you and your property when you can no longer make decisions due to incapacity or
How Much Inheritance Tax Did Grandma Leave Me to Pay?
Grandma just died without a will, and her husband, children, and siblings have all died. The remaining relatives need to consider not only the inheritance
Financial Tips for After the Split
Divorce can take a toll financially on both spouses, with this immediate financial burden resulting directly from the separation of the household. When a couple
Art Collector’s Million-Dollar Will Challenged by Husband on Facebook
The monumental battle over the $100 million-plus estate of art collector Melva Bucksbaum is now being broadcast in a family war of words on Facebook.
Media Mogul Headed to Trial Over Billion-Dollar Estate and His Capacity
Media mogul Sumner Redstone is going to trial over ex-girlfriend Manuela Herzer’s claim that he is mentally incompetent. This may intensify the competition for control
Beneficiaries…What Are Those?
“When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts?” If
Having a Tough Talk with Your Parents
“It can be very difficult to bring up death, especially with a loved one you don’t want to imagine losing.” Opening the door to this
Supreme Court Changes Estate Planning for Married Same-Sex Couples
“The Supreme Court ruled that the Constitution guarantees a right to same-sex marriage.” The recent Court decision has changed financial and estate planning significantly for
Author Harper Lee’s Estate Plan as Suspenseful as her Classic Novel
“If she had an estate plan, who did she leave it to?” When Nelle Harper Lee died last week in Alabama, she left the world
Talk to Your Senior Parents About Four Major Planning Topics
“Many people avoid dealing with the subject of senior caregiving until a crisis arises.” According to The Ventura County Star in “Talk to aging parents
A List of Must-Have Estate Planning Documents
“Why Now Is the Best Time to Plan” Millennials are not discussing end-of-life care with their parents. Nevertheless, to save your loved ones avoidable pain
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