A family meeting can be beneficial to estate planning and execution. What comes to mind when you think of having a family meeting? Perhaps you
An inherited IRA is more complicated for heirs who are not a surviving spouse. An IRA is an important source of income in retirement. For
Placing conditions on an inheritance can cause problems. In some instances, it is appropriate to require certain standards to be met before receiving a benefit.
It is important to adjust estate planning for changes in tax law. It has been said “the only constant is change.” People get older, trends
It may be necessary to protect inheritances from in-laws and addictions. It is not uncommon for adult children to make poor decisions. Sometimes this means
It is important to update an older estate plan. Things tend to get worse when no one tends to them. Gardens become overgrown with weeds.
Estate planning mistakes are more common than they should be. Simply creating an estate plan may not be enough. If you take the advice of
Having health care directives are important for incapacity planning. People often think they are invincible. Illnesses and injuries happen to other people. They will never
Every estate plan needs an occasional checkup. You have an estate plan in place from years ago. Perhaps you think your affairs are in order.
How a power of attorney is phrased will impact the authority granted. So much in life is outside of our control as individuals. Accidents and
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