How Do I Create a Trust?
A trust fund is a legal entity you create that takes ownership of your assets and ensures…
Does a Will Protect My Money and My Family?
If you die without a valid will, your state may keep more of your assets than if…
What Does Portability Mean in Estate Planning?
When one spouse dies, the surviving spouse can choose to make a portability election. This means that…
The Most Common Estate Planning Mistakes
Estate administration is the process of managing the estate when a loved one has passed. For the…
What about House Contents when Someone Dies?
Probate law does not allow anyone to take items from a loved ones’ home after they die,…
Can I Use an IRA to Reduce Estate Taxes?
While death is a certainty, some taxes aren’t when IRAs are used to make charitable bequests, explains…
Can I Avoid Disagreements in My Family about Mom’s Caregiving?
According to the “Caregiving in the U.S. 2020” report by AARP and the National Alliance for Caregiving,…
How Do I Conduct an Estate Inventory?
When a loved one dies, it may be necessary for their estate to go through probate—a court-supervised…
What are the Most Important Estate Planning Documents?
Odds are that you know the benefits of having a last will and testament, and Forbes’ recent article entitled “Estate…
Senior Second Marriages and Estate Planning
For seniors enjoying the romance and vitality of an unexpected late-in-life engagement, congratulations! Love is a wonderful…