All adult Americans need an estate plan. Age 18 is an important year. In many states, this is the age when you can first vote,
Making a trust an IRA beneficiary can be complicated. You have a traditional IRA as part of your retirement planning. This tool serves you well
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,
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
Knowing how much to share about estate planning can be challenging. Your estate plan is complete. The i’s are dotted. The t’s are crossed. All
Joint accounts and beneficiary designations can be useful in estate planning. When you think of estate planning what comes to mind? You likely think of
Change of beneficiary forms are useful when updating an estate plan. You know who you want to inherit your assets. But they are not the
Joint accounts can prove helpful or problematic. Estate planning can feel daunting. If you are a private person, the public nature of probate may be
Taxing life insurance benefits is dependent on several factors. You have people who depend on your income. Perhaps this is your spouse only. Maybe you
You should conduct a regular estate plan audit. Estate planning is important for any adult. It allows you to pass your assets wherever you chose
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