Estate planning mistakes can be costly in time and money. Everyone makes mistakes. It is part of being human. Sometimes these missteps are made out
Choosing agents requires careful consideration. Very considered consideration. Successful estate planning, including incapacity planning, does not rely on the validity of the signed documents alone.
“Upstream planning” is important with multi-generational wealth. Not all people have the same estate planning needs. Some people will use all of their retirement savings
An inherited IRA can carry significant taxes and fees. Gone are the days of the stretch IRA. The ability of families to pass their retirement
Probate is how the government oversees estate settlement. Most Americans do not understand probate. They have read news articles about celebrity estate battles or have
Digital assets are relatively easy to accumulate and overlook. With the rise of technology, people do not have to plan in advance like they once
Password protection can cause complications for heirs and executors. I am constantly amazed by the changes in technology. I grew up when phones used to
Married couples can utilize a bypass trust to provide more estate planning control. Both married and single people must face the challenges of life. They
The Prince estate may finally be finding resolution. The death of a celebrity often brings with it a sense of shock. Few people watch a
Giving bank account access should be carefully considered prior to taking action. As children become adults, they get to know their parents in new ways.
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