Congratulations! If you are reading this article you are likely among the minority of U.S. citizens who has an estate plan. While worthy of a pat on the back, having a plan is only the start of responsible asset management. Once you’ve gotten the ball rolling, you now...
There are certain topics we avoid talking about with our parents—and estate planning is one of them. Asking your parents about their retirement finances and what will happen to their assets after they die is not only uncomfortable, but it can make you sound greedy, or...
Are you single and think that having an estate plan is unnecessary? Or maybe you just never thought about planning your estate at all? Even if you are unmarried with a significant other, there are still advantages to having a solid estate plan in place. As you get...
While people worldwide—and especially the millennials among us—mourn the death of Luke Perry, meager solace exists in knowing that those closest to the Beverly Hills 90210 star need not worry about fulfilling his last wishes. Unlike two thirds of adults, Perry had put...
When setting up an estate plan, it is often beneficial to set up a trust. But do you know which trust—living or testamentary—to execute? The two main types of trusts are living trusts and testamentary trusts. A living trust is in effect during the testator’s life, but...
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