Instill Family Values with a FAST
Instill family values with a FAST You create an estate [...]
Understand your spouse’s inheritance rights if you’re getting remarried
If you’re taking a second trip down the aisle, you [...]
Estates Now Have an Additional Three Years to File for a Portability Election
Portability allows a surviving spouse to apply a deceased spouse’s [...]
CLTs: A Charitable Trust That Takes the Lead
Are you inclined to donate assets to a charity for [...]
Living Wills Can Help Ensure Your Last Medical Wishes Are Carried Out
According to a University of Pennsylvania report, approximately 37% of [...]
Addressing Adopted Children or Stepchildren in Your Estate Plan
Families that have children who are adopted, or stepchildren who [...]
The HSA: A Healthy Supplement to Your Wealth-Building Regimen
A Health Savings Account (HSA) can be a powerful tool [...]
Avoiding Undue Influence Claims
A primary purpose of estate planning is to ensure that [...]
With Proper Planning, a Charitable Remainder Trust Can Replicate a “Stretch” IRA
The “stretch” IRA generally no longer exists. But if you [...]
Making Funeral Arrangements in Advance Can Ease Family Turmoil After Your Death
It’s difficult for many people to think about their mortality, [...]
