Estate planning is not one of American’s top priorities. According to a 2016 CNBC poll, 64% of Americans have not had a will prepared. Half of those surveyed either feel they do not need a will or they just have not found the time to make one. You may be asking yourself, “Who needs estate planning?...
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A valid will is not enough to ensure the security and timely distribution of your assets in accordance with your wishes when you die. You should consider establishing a living trust in addition to your will. The larger the value of your estate, the greater the need to create a living trust and ensure the...
Thinking about passing on your estate to your children or grandchildren? You best cross your “t”s and dot your “i”s. If you are thinking about passing on your estate, you have probably heard rumors about taxes. But what do they mean for you and your family? Here, we will dive into 5 fascinating facts about estate...
Having a family is one of life’s greatest joys. There is so much to look forward to — graduation, marriage, grandkids. Of course, these things require a lot of financial planning like 529 savings plans for college, or trust funds. One thing we hate to think about, however, is how to plan for our loved ones’ financial well-being...
Did you know 60% of American adults do not have a will? That seems like a significant oversight for a document of such magnitude. It is the one document that can prevent your estate from falling apart after you pass. When making a will, there are a few key components to keep in mind. Here are...