Talking about death can be difficult for most people. However, one thing is certain: it is going to happen, and someone else is going to
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Three Things to Think about before Writing Your Will
It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial
Estate Planning is a Process, Not a One-Time Event
Estate planning requires clients to prepare for a future they won't be here to see. That idea can be disconcerting, so it's no surprise that
Helping a Loved with Alzheimer’s Disease
It’s important to plan for the future. This is especially true for families who have a loved one with Alzheimer’s disease or another form of
New Details on the Estate Tax Change Discussion
The estate tax draws heated debate between advocates and opponents, with some referring to the levy as a "death tax," while others argue that the
Two Documents that Can Help Convey Your Final Wishes
Several years ago, a man passed away and left everything to the stepmother of his children. The children were not nearly as concerned about the
Late NBA Owner’s Estate Owes Taxes, IRS Says
In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner
Avoid These Big Estate Planning Mistakes
Good luck to your loved ones when you die, because you are going about your estate planning all wrong. According to a recent study from
No Estate Plan is a Plan Written by the State
Most summer plans do not include drafting a will and testament. Mowing a lawn choked with weeds and overgrown with grass is more likely to
Choosing the Right Trustee
Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and
Estate Planning for Widows
Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with
What Just Happened? You Need to Consider Estate Planning
With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace