While it is common for parents to make plans to support their family if a working parent is injured, incapacitated, or dies, it is also important to make plans in case these same circumstances happen to the stay-at-home parent. Stay-at-home parents make valuable non-financial contributions that would be expensive to replace. Do you have plans […]
Read More
A QTIP trust (qualified terminable interest property) is an estate planning tool that can help married couples mitigate some of the uncertainty about how they will provide for each other while maximizing certain tax advantages. A QTIP trust is a special trust that can be used to transfer assets in a trust to a spouse […]
Read More
Most people think of estate planning as preparing for the inevitable—when you are no longer around to take care of your loved ones and their financial needs. Having a well-thought-out estate plan is essential, but it should also consider how you will be taken care of if you can no longer manage your own financial […]
Read More
If you’re one of the 295 million Americans who use social media, you’ve amassed a library of posts, images, comments, videos, and other content. Your family’s social media presence may be intricately intertwined, with a web of sharing and commenting on each other’s posts. In addition to paying attention to all other aspects of estate […]
Read More
Having the title to your home means that your name is on the deed. “Tangled Title” refers back to the scenario while you stay in a home you own (or have a proper to own) however your call isn’t at the deed. Most often, titles get tangled the person whose call is at the deed […]
Read More
The estate planning is the process of making decisions about what happens to you, your hard-earned assets, money, and property when you can no longer decide for yourself. Your estate plan should include input from many people. If it doesn’t, it may fall short of your expectations and be ineffective at meeting your goals. Let’s […]
Read More
With couples of similar ages, planning for the future is quite naturally a joint effort. However, if you’re married to somebody who is considerably older or younger than you, the future will look different and mean various things to each of you. You wish to possess comprehensive money and estate plans to shield yourself, your […]
Read More
NFTs has exploded over the last year or so, which prompts many questions. Of course, skeptical people just shake their heads and ask, “why”? But, the huge rise in sales of NFTs makes most people genuinely question what they are and wonder whether they may be missing out on an enormous opportunity. An NFT is […]
Read More
A transfer-on-death-deed (TOD deed) also known as a beneficiary deed can be a helpful estate planning tool but it is not allowed in every state. A transfer -on-death deed lets you transfer your property to your beneficiary upon your death (as long as you still own it) without going through probate. Like a living trust, you […]
Read More
Why is estate planning important? Probably you are wondering. If I don’t have my estate plan, won’t my spouse and children get my assets anyway? The answer is yes, they will get your assets, but they may not get them how you want when you want, or in a way that you would want The […]
Read More
(855) 528-9637