Estate Planning

/Tag: Estate Planning

Estate Planning is a Women’s Issue

Estate planning issues usually have a larger impact on women than men because wives tend to outlive their husbands. Women are often younger than their husbands and have a longer life expectancy. As a result, the burden of estate administration usually falls on women.

By |2018-05-16T18:26:58-04:00May 16th, 2018|Women's Estate Planning|Comments Off on Estate Planning is a Women’s Issue

I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

I’m not married and I don’t have any children - do I still need an estate plan? The answer is always YES!  If you have any assets at all you need an estate plan.

By |2017-08-30T17:07:10-04:00August 15th, 2017|Estate Planning|Comments Off on I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

Top Estate Planning Mistakes To Avoid

When you make a mistake with your estate plan, it can be irreversible.  If the mistake you made isn’t realized until after you or your loved one passes, it could create a nightmare for the survivors. 

By |2017-08-30T17:04:18-04:00August 8th, 2017|Estate Planning|Comments Off on Top Estate Planning Mistakes To Avoid

I’ve Been Named Executor of My Loved One’s Will – Now What?

Being named the executor of a will is a big responsibility.  It can be overwhelming and confusing at times, especially when that person is also dealing with the grief of losing a loved one.

By |2017-08-30T17:13:53-04:00July 14th, 2017|Estate Planning, Wills and Trusts|Comments Off on I’ve Been Named Executor of My Loved One’s Will – Now What?

What Happens to an Estate Plan When One Spouse Dies?

No one really wants to think about what it will be like when their loved one passes away.  It is hard enough for people to take the step to plan for such an event—let alone really understand the steps they will have to take when that time comes.

By |2017-08-30T17:19:40-04:00June 26th, 2017|Estate Planning|Comments Off on What Happens to an Estate Plan When One Spouse Dies?

Charitable Remainder Trust – Increase Income, Save Money, Benefit Charities

We have had several clients through the years who express interest in donating to a charity when they pass. While there are many ways to go about this, using a charitable remainder trust (CRT) can provide benefits to the donor during one’s life as well as accomplish a person’s final wishes.

By |2017-08-30T17:22:52-04:00June 19th, 2017|Estate Planning, Wills and Trusts|Comments Off on Charitable Remainder Trust – Increase Income, Save Money, Benefit Charities

Could a Special Needs Trust be Right for Me?

Estate planning when you have a child with a disability can be exceptionally painful and scary.  No one wants to think about what could happen to their child when they are no longer here to take care of them.  There are several tools that exist to help people in this situation.  One is called a Special Needs Trust.

By |2017-08-30T17:29:55-04:00June 12th, 2017|Estate Planning, Special Needs Planning|Comments Off on Could a Special Needs Trust be Right for Me?

What is Estate Tax and Will My Family Have to Pay When I Die?

Will my family have to pay estate tax when I die? This is an extremely common question that we are asked. The last thing you want your loved ones to have to worry about when you die is paying taxes on anything you have left to them. 

By |2017-08-30T17:31:51-04:00May 31st, 2017|Estate Planning, Taxes|Comments Off on What is Estate Tax and Will My Family Have to Pay When I Die?