Non-probate assets are commonly overlooked in estate planning. Estate planning involves a lot of unique words like last will and testament, probate, and assets. While
A revocable inheritance trust is useful in the event of divorce. Although people do not enter marriage hoping for or expecting a divorce, separations and
Certain wealth transfer could require the filing of a gift tax return. Some people really like giving gifts and do so any chance they get.
Singles benefit from estate planning. There has been a trend for several years to delay marriage. This means many people are often single throughout their
Making a gift can trigger unintended consequences. Gift giving is an important part of many occasions and celebrations. People give presents at birthdays, weddings, milestone
A discretionary trust can protect against mismanagement of trust funds. Those who desire to avoid probate often utilize trusts in their estate plans. This is
Physicians should have estate plans. Doctors undergo long years of schooling and residency to practice medicine. This requires incredible focus and dedication. As they begin
Placing a home in a trust can be helpful or harmful. Protecting wealth and distributing assets can feel overwhelming. People worry about protecting their assets
Retitling a house deed can lead to unfortunate unintended consequences. You own a home. If you are like many people, this is likely your most
Life insurance provides protection for families with young children. Life insurance is not always necessary. If you are single and have enough saved to bury
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