“With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in...
Should a Donor-Advised Fund Be Part of My Estate Planning?
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What are the Biggest Estate Planning Mistakes?
“Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.” One of...
What Happens If You Fail to Submit a Change of Beneficiary Form?
“The financial institution is obligated to distribute the CD to the person or entities that otherwise would be...
What are the Top Cities For Retired Military?
“If you’re searching for the right place to live after the military, you’re not alone.” Roughly 250,000 service...
What Do You Do with a Big Inheritance?
“Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected to change hands...
Do I Really Need a Will?
“There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than...
How Will a New NFL Policy Impact the Late Broncos Owner’s Estate Planning?
“In a massive turn of events, the Denver Broncos may finally get a resolution to the fiasco that is the team’s...
Avoid Probate By Funding Your Trust Right
Many individuals go through the estate planning process and set up a revocable trust to avoid probate court. The...
What is Considered Community Property in California Inheritance Law?
California is a community property state. How will you know what is considered community property in California...
Estate Planning During COVID: Smart Documents to Update
What are some documents you should update as part of your estate planning during Covid? You might be surprised. The...
What are Trustee Fees?
“When creating an estate plan, it may be necessary to name a trustee to handle your assets.” A frequent example is...
Is It Easy to Change My Home’s Title from Tenants in Common to Joint Tenants?
“Usually, when you make a simple change in the title from tenants in common to joint tenants, the taxing authorities...
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for everything you own
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