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Estate planning is putting your affairs in order so that your loved ones are taken care of if you die or are incapacitated. A will is an essential piece of the plan. So are lists of your...
The complete guide to estate planning. This guide outlines the ins and outs of estate planning, why you need one, what's included in a comprehensive plan, and how to get started. Get peace of mind with our attorney-assisted estate plans.
For estate planning, take inventory, account for family needs, establish directives, review beneficiaries, note state tax laws, weigh getting help and reassess.
Estate planning covers any decisions regarding money, property, medical care, dependent care, and other matters that can arise when a person dies. The biggest benefit of estate planning is peace of mind—you’ll know your wishes will be fulfilled for the benefit of your loved ones.
1. What is an estate plan? 2. 4 common estate planning myths. 3. What actually happens to an estate after you die? 4. The 4 steps of estate planning. 5. How to actually create an estate plan. 6. 5 essential estate planning documents. 7.
1. Identify the Steps Necessary to Protect Your Wealth. 2. Consider the Needs of Your Heirs. 3. Make a Plan for the Transfer of Assets. 4. Address Other Issues Raised by Your Death. 5. Prepare for...
What you need to know in your estate planning even if you do not have significant assets. Here are six key ideas for a successful asset transfer.
Credit shelter trust example scenario. Seth and Sarah are a married couple who have a combined $18 million dollar estate they want to pass on to their children with minimal estate liability.
All estate plans should include documents that cover three main areas: asset transfer, medical needs and financial decisions, says Holly Geerdes, an estate planning attorney with Estate...
Estate planning tasks include making a will, setting up trusts, making charitable donations to limit estate taxes, naming an executor and beneficiaries, and setting up funeral arrangements. A...