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When you’re considering plans for the next phase of life, you may hear terms like elder law and estate planning being used to describe the necessary steps one must take to ensure that both you and your loved ones are taken...

Since the Tax Cuts and Jobs Act was implemented, there is an even greater incentive for donors to consider whether their planned giving will have an immediate or future benefit. When structuring your charitable giving plan,...

If you’re thinking about creating a plan for how your estate should be handled, then you’re probably wondering whether you should create a will or a trust as part of your estate plan. While there are some definite...

Families with special needs children need to take extra care when making plans for their estate. When the parents of special needs children are no longer around to care for their son or daughter, their estates must play the...

If you’re hard at work planning for the future of your estate, you might be trying to decide between a will or a trust and could find yourself at a crossroads regarding whether your trust should be revocable or irrevocable....

Planning for the day that you’re no longer here may not seem like the most positive thing to do with your time, but it’s essential if you wish to leave your loved ones with your estate and assets once you pass away....

People decide to give to charities for a variety of reasons, whether it’s to honor a loved one or make good use of the wealth they acquired in their lifetime. Aside from the enormous benefits a charitable giving plan can...

While over 90 percent of American businesses are family-owned, less than 30 percent of those businesses are handed down to the second generation. The lack of a business succession plan is the key reason cited for being unable...

A person who passes away without leaving a valid will is said to die intestate. A will is a legal document that specifies how an individual wants to leave his or her property – which includes bank accounts, real estate, and...

The death of a loved one is a difficult time that can be made more difficult when someone decides to dispute or contest the will of that loved one. Contesting a will is a type of estate dispute that, unfortunately, many...