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Are you doing your estate planning and trying to determine how you can reduce the overall value of that estate? You don’t want to lose your assets, of course, but you know that there can be some tax benefits if you have a smaller estate. Fortunately, there are...
Settling an estate often is complicated. There are so many tasks required of an estate’s executor who plays a pivotal role in settling an estate. Key responsibilities include liquidating and distributing assets, paying off creditors, settling squabbles among heirs and...
Both a living will and a power of attorney can be used to assist in planning for your future healthcare needs. Some people opt to cover all their bases by using both, while others will rely primarily on advance directives like a living will. There are some benefits,...
With a solid career, substantial income and keen investing, you have built an admirable estate. With roughly 10 years to go before retirement, you understand that the assets you accumulated will last for the rest of your life. Although you have an estate plan in...
Most states do not make heirs pay inheritance taxes when getting assets as part of an estate plan. California is one of them. You do not have to worry about an estate tax at the state level. That said, it’s important to note that the laws are different across state...
Young adults usually think that they have plenty of time to think about things like estate planning. What they might not think about is that nobody knows when something will happen to them. Because of this, it’s imperative that all young adults get their estate plan...
If protecting and caring for your children is one of your most important priorities, you may also be concerned about how they will be cared for if something should happen to you. While this may be an unpleasant topic to think about, it is important to create a plan...
When it comes to choosing an executor for a will, many people who create them often go the default route. They automatically choose their oldest child to oversee this extremely responsible role of settling the estate, distributing assets, paying outstanding bills and...
You are trying to put together a solid estate plan so that you know that the people you love will be taken care of if you pass away. You also want to know that your wishes will be carried out if you are badly hurt or can no longer speak on your own behalf. Your...
For most parents, one of their biggest goals and achievements will be helping their children achieve independence by the time they are legally adults. Some young adults are ready to move out and start jobs when they turn 18, while others may need financial and social...
