Does a TOD Supersede a Trust?
January 5, 2022
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Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
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How Much Is the Required Minimum Distribution from Retirement Accounts?
January 4, 2022
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Americans are living longer than they were a generation ago, and the government knows it. Starting in 2022, that will be reflected in the amount of money you have to draw from retirement accounts at different ages.
What are the Responsibilities of an Executor?
December 20, 2021
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The relationship is a trustee relationship. In other words, the executor is responsible for properly processing the property for all involved. Administrators do much the same, except that the ‘will’ conditions for distribution are set by the state.
Can I Change My Estate Plan During Divorce?
December 16, 2021
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At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
Do You Need an Estate Plan or Will?
December 8, 2021
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Have you thought about how you’d like your family to continue after you’re gone? Having an estate plan isn’t just for the ultra-wealthy.
Should I Do Estate Planning Now?
December 6, 2021
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Not having an estate plan can create problems for the people you love the most.
What Do I Do with Estate Plan after Divorce?
December 4, 2021
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Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
Do Gifts Count Toward Estate Taxes?
December 3, 2021
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A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
Do College Kids Need Estate Planning?
November 29, 2021
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As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
What a Will Won’t Accomplish
November 22, 2021
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That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
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