Studies that are conducted show that the vast majority of American adults do not have any estate planning documents in place. Since so many people are unprepared, even many older individuals, when … [Read more...]
by Barry Zimmer
Studies that are conducted consistently show that most adults in America do not have estate plans in place. Many of them have moments when they realize they should take action, and this can be … [Read more...]
In order to understand the value of these two trusts, you have to digest some background information about the federal estate tax, so we will start there. Transfer Tax Guidelines When you are … [Read more...]
As we all know, you can take a project to various different levels. When it comes to estate planning, you can cover the basics, but you could also go the extra mile and engage in the process of legacy … [Read more...]
Before we address the question that serves as the title of this blog post, we should point out some of the differences between a living trust and a last will. If you have always been under the … [Read more...]
Far too many people procrastinate when it comes to estate planning because they don’t know where to begin. If you take action and arrange for a consultation with our firm, we can answer all of your … [Read more...]
We typically share a lot of good information on this blog about what you should do when you are planning your estate. On this day, we are going to flip the script and go in the other direction. In … [Read more...]
You should act in a fully informed manner when you are planning your estate. If you make assumptions without thoroughly investigating all of the facts, you may make less than ideal decisions. For … [Read more...]
There are challenges that many senior citizens face as the years pass. Loneliness is certainly one of them. When you are retired, you do not have regular interactions with coworkers on a daily basis. … [Read more...]
TOD (Transfer on Death) designations, POD (Pay on Death) designations, and beneficiary designations can be useful in the right circumstances. Each of these tools allows for an automatic transfer to … [Read more...]
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