Understanding the “Death Tax” and Its Implications Estate tax, often referred to as the “death tax,” is a complex and sometimes controversial topic that affects many individuals and families. Whether you’re planning for the future …
Understanding Testamentary Capacity and Legal Implications Creating a will is a crucial step in ensuring your wishes are respected after you’re gone. However, not everyone is legally fit to make a will at all times. Understanding …
Did you know it’s relatively easy to create a will? A last will and testament is one of the most important — and simplest — things you can do to protect your family. In its simplest form, a will is a legally binding document that provides instructions for the distribution of your assets (essentially, all your “stuff”) after your death.
Securing Your Legacy and Protecting Your Loved Ones Estate planning is a crucial aspect of financial management that many people overlook or postpone. However, having a well-thought-out estate plan is essential for anyone who wants …
We hear over and over about the importance of estate planning. Examples of poor estate planning abound. Tales of celebrities who died without a will populate our media. Yet almost two-thirds of all Americans lack …
Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.
The audience was stunned by how this lady donor’s multi-million dollar bequest went largely ignored. But she had more to say. And by then it was too late.
For many folks—more than 68 percent of Americans, actually—the answer to that question is “never.” But why? A will is one of the most important legal documents you’ll ever sign. It protects your loved ones, and ensures your hard-earned assets are used in the way you intended, rather than drained away by legal costs and excessive taxation.
Have you heard the story about the man who died without a will? It’s true, and it takes many forms. Quite a few of them go something like this: All things considered, John had a …
Do you ever dream about saving the world — or at least, improving your little slice of it? I think many (hopefully, most) of us do, on some level or another. The popularity of superhero movies seems to bear that out. Whatever the reason, you’re not alone. You’re also not alone if your dreams have yet to become reality: Setting the wheels of change in motion is often no easy task.
Making a will is a lot easier than you probably think. But like anything, you have to start with the basics. These are the documents you need to get started creating your will; the things …
The Government Will Take Care of it For You Did you know there’s a simple way that you can make the government your very best friend? It’s so easy, you won’t even have to lift …
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