What is the Best Way to Leave an Inheritance to a Grandchild?
While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Estate Planning to Avoid Hurt Feelings, Family Battles, and A Royal Mess
Without an estate plan in place, and that includes a will, power of attorney, and health care directives, dividing up an...
Creating a Will: Estate Planning for Parents with Young Children
What would happen with your kids, should something happen to you? It's a question that most parents don't like to think...
Making an IRA Part of the Estate Plan
You're hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help them...
Estate Planning Attorneys Ask: Have You Accomplished This Critical Task?
There's one critical move that a large number of older Americans have yet to make: creating a will.Motley Fool's article,...
What is a Failed Testamentary Transfer and How Do I Prevent it From Happening?
What then happens when gifts made in a testamentary instrument, such as a will or a trust, lapse (fail) because the...
In Estate Planning Does Anyone Really Need a Trust?
The simplest definition of trust is a three-party fiduciary relationship between the person who created the trust and the...
Why is Estate and Succession Planning a Process?
Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having these...
Power of Attorney: Do You Have One?
Wise incompetency planning usually includes the execution of a power of attorney. This document names an agent who can sign...
No Estate Taxes? You Still Need an Estate Plan
Increases in the estate tax exemption has an impact on how some people are thinking about life insurance, says ThinkAdvisor...