Six Steps to Simplify Your Estate for Your Heirs
A simplified estate strategy will expedite the settlement of your estate after you're gone, minimize audit risk, mitigate ...
Three Actions to Protect Wealth Transfer Amid Tax Uncertainty
How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are ...
My dad died and left most of his estate to me. His ex-girlfriend got $200K from his 401(k) — but now wants a share of his pension, home. Does she have standing to c…
Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...
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8 Essential Legal Documents to Create Before It’s Too Late
Your heirs will thank you for not leaving a legal mess to sort out. Many of us want to get going on this planning but don’t ...
Estate Planning With Minor Beneficiaries: What Are My Options?
The authors write "When a client has minor children or other minor intended beneficiaries, it is important as attorneys and estate planners that we consider all available options, the desired level of ...