Why Your Estate Planning Project Must Morph into a Process
Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with [...]
22
12, 2016
11
11, 2016
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to [...]
13
10, 2016
Your Estate Planning Binder: Tips for Proper Care and Maintenance
You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. [...]
30
09, 2016
Paying for Long-Term Care
As individuals age, they often begin to think about where they would like to live out their days. Most would [...]
5
09, 2016
Estate Planning for Cross-Border Families
Estate planning is always a highly involved process but for cross-border families, estate planning can be rife with difficulties. Those [...]
2
09, 2016
Using Trusts as an Alternative to Prenuptial Agreements
Although it is difficult for couples to imagine divorce while they are in the midst of pre-wedding bliss, it is [...]
25
08, 2016
What Sumner Redstone’s Estate Planning Challenges Can Teach Us
Media mogul Sumner Redstone – owner of CBS and Viacom, among other holdings – allegedly created quite an estate planning [...]
19
08, 2016
Stepped-Up Basis in Inherited Assets
When considering leaving property to beneficiaries, tax considerations factor heavily in estate planning. Since one is hard pressed to find [...]
19
08, 2016
Why Most Estate Plans Do Not Work
Estate planning can be a tedious and complicated process, which if not conducted properly can result in assets being wasted [...]
14
08, 2016
Do You Need to Avoid Probate?
Probate is the legal process of presenting your Will to the Court after your death to authenticate it, and appoint [...]