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Family Getting Along

Protecting Inheritances in a Blended Family

As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.

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529 Plan

What’s New with 529 Plans?

A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a tax-free basis provided they’re used for eligible education expenses, individuals who live in states with special tax breaks for contributions tend to fare the best.

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Estate Planning Checklist

Estate Planning Checklist

Estate plans are made up of many parts, including wills and trusts, as well as any additional documents or information that will help beneficiaries carry out the requests of the benefactor.

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litigation

Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

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