LIVE WEBINAR: Getting Started with Estate Planning
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
Imagine this scenario, perhaps a year or two in the future: An effective COVID-19 vaccine is routinely available and the world is moving forward. Life, however, will likely never be the same — particularly for people over 60.
Aging parents grow stubborn, and researchers are uncovering the reasons why.
Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
Learn about estate planning and how trusts can help protect your children, their inheritance, and how you can get started
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Most states do not prohibit a parent or legal guardian from serving as special needs trustees of a special needs trust for their child. However,
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the responsibilities estate
What is the Probate Process? Generally speaking, the probate process is used by state probate courts to transfer property to your heirs. It is really just
I recently saw the video linked below about a poodle named Woody who was left to fend for himself after his owner passed away, and
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