Wills & Trusts

Funding Your Trust – The Critical Final Step to Complete your Estate Plan

Revocable trusts — also known as “living” trusts — offer significant benefits over wills, including asset management (in the event you become incapacitated) and probate avoidance. But these benefits aren’t available if you don’t fund the trust. Read more…

Re-married with children: Estate planning considerations for blended families

If you are part of a blended family, the idea of estate planning can be especially daunting. Although estate planning for a blended family can present some complex issues, addressing those issues is necessary if you want control over who will inherit your assets and under what terms those people will inherit. Read more…

The Stretch IRA – a Powerful Estate Planning Tool

The value of an IRA as a retirement-planning tool is well known. However, even if you don’t need an IRA to fund your retirement, it can be a useful estate planning tool. Read more…

ABLE Accounts Can Benefit Loved Ones with Special Needs

For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income (SSI), it can be a challenge to provide the most comfortable life possible for the family member, yet not jeopardize the person's eligibility for needed government benefits. Read more…

Estate Planning for Singles

If you are single and not financially responsible for anyone else, having an estate plan might not seem critical. Nonetheless, estate planning can ensure that your wishes are followed both before and after you pass. Read more…

Leaving Specific Assets to Specific Heirs is an Estate Planning No-No

Planning your estate around specific assets is risky, since leaving specific assets to specific people might inadvertently result in disinheriting someone. Read more…

The Advantages of a Trust over a Will

Trusts and wills have the same essential function: passing your property to your heirs after your death. However, the differences in how the two documents operate should be carefully considered before choosing between them. Read more…

Procrastination

Everyone knows that estate planning is important, but most people never consider it urgent. Here's why you shouldn't procrastinate. Read more…

The Risks of Using Joint Tenancy to Avoid Probate

Owning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it can produce unintended—and costly—consequences. Read more…

A Smart but Often Overlooked Way to Use Your Tax Refund

Every year, nearly 8 out of 10 U.S. tax filers receive a federal tax refund. According to a recent survey by TD Ameritrade, most of us plan to use that refund to meet financial goals, including bolstering savings, paying off debt, or contributing to retirement accounts. Read more…


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