Purchasing life insurance became a priority for many in response to COVID-19. Many people under age 44 do not see a need to purchase life
Choosing between “per stirpes” and “per capita” will impact asset distribution. Estate planning can be nuanced. Those who are unfamiliar with legal terms, tax law,
The stakes are high when your spouse is dying. Death is an unpleasant reality, but a reality nevertheless. It carries with it loss and grief.
Estate planning laws may change under Joe Biden. New leadership brings changes. This is true of companies, teams, and the United States government. The recent
The act of disinheriting a child must be thorough. It is not uncommon for family relationships to undergo strain. Family members may become estranged and
Larry King had a career and relationships characterized by highs and lows. Even legends do not life forever. His health had been poor the past
People should undertake a beneficiary review every few years. You have several types of assets. You own a home. You have retirement accounts and bank
All adults should have a last will and testament, living will, and a health care power of attorney. When you are a child, you depend
A trust allows greater control of assets. People tend to have strong opinions about money. This involves budgeting, investing, and gifting. For this reason, many
It can be easy to overlook opportunities for tax breaks. You are recently retired. During your working years, you understood where you could save money
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