“No one wants to think about the possibility of a spouse passing away. But neglecting to prepare for that possibility makes life all the more
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Avoid Conflict When Valuing Property Partnerships
Property partnerships end for a variety of reasons. Ideally, the ending is wanted and agreed upon, financially and emotionally enriching all parties. But when things
An Unusual Clause in Robin Williams’ Trust
Even though Robin Williams has passed away, it might still be possible to see his name, likeness or voice in movies or advertisements. However, do
Affording Adoption with the Help of Tax Credits
November is National Adoption Awareness Month. If you're considering adoption, you know that it will change your life in many ways. And you'll need to
Review Your Old Trusts
Estate laws change regularly, which means that estate planning methods that were once a great idea are no longer advisable for many people. One example
Consider an Intrafamily Loan to go along with a Trust
With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a
Estate Planning and Your Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you
The 411 on Trusts and Trustees
You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you
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
Check with Your Estate Planning Attorney about New Laws Now in Effect
Determining a process for passing assets on to heirs is an integral part of the estate planning process. But it's not always easy to determine
Should I have a TOD (Transfer on Death) for my Brokerage Account?
Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other