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Each year, we publish numerous articles on the topic of estate planning. Here are 10 of our top articles from 2018: 1. Gathering the Information You Need to Get Started The estate planning process begins with gathering the information you will need in order to ensure that your plan is […]
Category: Estate Planning
Preparing an estate plan is important regardless of your age, wealth and medical condition. While becoming incapacitated due to an illness or injury or dying without an estate plan will leave your loved ones mired in uncertainty, putting a plan in place will minimize the burden on your family while […]
The generation-skipping transfer (GST) is among the least-understood and most underutilized tools available for estate planning. When used properly, a GST not only provides a safe way to bequeath assets to future generations, but can also provide tax benefits that can save substantial sums – particularly for large estates. What […]
According to data CNBC published last year, the average millennial between the ages of 25 and 34 has less than $1,000 in savings. Just 20 percent of these “older millennials” have saved $10,000 or more. But, whether you are just starting to save or you have already purchased a home and […]
Last time we discussed estate planning on our blog, we talked about the importance of incorporating various types of health care directives into your estate plan. One of these directives was the medical power of attorney, a document which is used to appoint someone else to make health care-related decisions for you […]