If you make a donation to a public charity, you are not limited to donating cash. Depending upon your finances and personal goals, you may be able to donate different types of accounts or pieces of property to the charity instead. Cash The fastest and easiest way to make a financial impact for your favorite […]
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Coronavirus has been a world-altering event, and for some people, what begins as a small cough can quickly escalate into a serious illness. Thankfully, for most, the symptoms appear to be mild. But it’s crucial for everyone, especially those in good health, to take steps to protect those around us who are more vulnerable if […]
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You have searched for and found your true love, and as you have built your life together, you’ve weathered storms and grown stronger because of them. To prepare for a future in which you may no longer be there for your spouse, you must plan now. As part of a married couple, you have certain […]
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In the U.S., it’s somewhat easy to disinherit family members like siblings, children, nieces, nephews, and grandchildren if you’re inclined. But it’s not easy to disinherit your spouse. In most states and the District of Columbia, you can’t intentionally disinherit your spouse unless your spouse agrees to receive nothing from your estate via a prenuptial or postnuptial agreement. […]
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If you are a parent, you love to help your children and leaving them an inheritance is a tangible way to show your love after you are gone. There are a variety of ways that you can do this, and you should choose the method that best takes your goals, including their wellbeing, into account. […]
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The judge has recently signed your divorce decree. Now what? Although you may be tired of spending time and money on lawyers, you’ll still need to talk to an estate planning attorney. If you and your former spouse shared estate planning in the past, you’ll now need to make changes to avoid having your money […]
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Estate planning for couples with disproportionate assets who are married for the second or third time can be tricky. One solution—the Lifetime QTIP Trust—allows the well-to-do spouse to maintain control of their property and wealth, but also protect and provide for the other spouse. Creating a Lifetime QTIP Trust A “QTIP Trust” (qualified terminable interest […]
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From the moment of their birth, we all make plans to ensure that our children and grandchildren have a bright future. What will the child’s interests be? What job will they have? Who will they marry? And for a special needs child or grandchild, how can we make sure they have a safe, happy, and […]
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If you own property in more than one state, for example, a vacation home or a car titled in a state outside the one where you live, you’ll need to factor that property into your estate plan. This kind of ownership may necessitate an additional probate proceeding called ancillary probate. With the right estate planning […]
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It’s a good idea to keep all of your estate planning documents updated, but your financial power of attorney is one document that should be reexamined more frequently than others. Revisiting your financial power of attorney will help ensure that the agent you’ve appointed is still the person you’d want managing your affairs if you […]
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