What Documents are in an Estate Plan?
There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
READ MOREEstate Planning for Different Ages and Stages of Life
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
READ MOREWhy are Trusts a Good Idea?
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
READ MOREIs Now a Good Time for a Roth Conversion?
A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).
READ MOREDo Young Adults Need a Will?
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
READ MOREDo You Need a Power of Attorney?
When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
READ MOREWhy You Need a Digital Asset Estate Plan
…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?
READ MORECan You Leave an IRA to a Beneficiary?
Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
READ MOREWhat are Alternatives to Guardianship?
We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.
READ MOREHow do I choose the executor of my will?
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
READ MORE