Estate & Inheritance Tax – Threshold, Rates & Calculating How Much...
If you plan on giving large sums of money to friends and family — either in your lifetime or after you die — you owe it to yourself and them to understand the tax implications. Here’s what you need to know about how estate and inheritance taxes work — and how to keep them as low as you can.
What to Do When a Family Member Dies – Estate Settlement...
The death of a family member or loved one is a difficult time for anyone. The last things you want to think about at...
How to Talk to Your Aging Parents About Estate Planning &...
There is one guarantee in life that none of us can escape: We will all die someday. If we're lucky enough, we'll do this...
Intestacy Rules & Laws – What Happens When Dying Without a...
As the saying goes, "You can't take it with you." And unless you're planning on being buried with all your worldly possessions, someone is...
5 Legal Facts You Need to Know About Incapacity Planning
Time waits for no one. None of us can ever know with certainty what our futures hold.
The idea that you might one day lose your...
What Is the Homestead Exemption – Definition, Tax & Legal Treatment
Actually living off the grid is rare, but millions of American homeowners can truly call themselves homesteaders. That's because the Federal Government - and most state governments too...
What Happens to Debt When You Die? – Dealing With After-Death...
If there is a list of topics people don't like to discuss, death and debt are near the top. However, like many important legal...
What Is Power of Attorney & How to Get It –...
A power of attorney, often abbreviated as POA, is a document allowing capable adults to name someone to serve as their representative, or allow...
10 Legal Myths About Estate Planning – How Wills & Trusts...
Wills, living wills, and trusts can be confusing. That's why we created an easy estate planning checklist covering the costs, tools, probates, and taxes....
Estate Planning for Millennials – How to Get Started
If you were born in the latter part of the 20th century, you're part of the largest generation of Americans in history: millennials. And...
What Happens to Your Pets When You Die? – Estate Planning...
Are you planning your will and estate? Do you want to ensure your pets are taken care of if something happens? These tips will help you understand the basics of estate planning, including what you need to know about wills, trusts, and powers of attorney for your pets.
How the SECURE Act Affects Your Retirement & Estate Planning
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) changed some of the rules about when people who inherit an IRA can withdraw the funds. As you plan your retirement, make sure you understand the new rules and adjust your estate planning accordingly.
