A pour-over will is used when a trust is in place. Many people think of estate planning as a binary decision – they need to
The generous Trump era estate and gift tax exemptions are in countdown mode. According to an article in The Wall Street Journal titled “Estate and
Getting married again means more than planning another wedding. Remarriages are fairly common in the United States. Whether the result of death or divorce, they
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
A testamentary trust can be created after you die. Some people really like the idea of using a trust in their estate planning. The control
Not all assets are equally beneficial to inherit. People have preferences. Sometimes these are fairly arbitrary like whether someone enjoys dark or milk chocolate. [Given
Keeping your estate plan tidy will benefit your family. Most people do not enjoy cleaning their home. Despite this fact, it is less work to
Navigating how to pay for long-term care is important financial planning. If you search our blog posts over the years (more than 3,000 of them),
Passing a house to heirs can be complicated whether it is a vacation home or a primary residence. For many homeowners, their personal residence is
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