Executors have a tough and often thankless job. They have to marshal all the estate’s assets, file tax returns, and distribute property according to the will. Sometimes, they make mistakes. Here’s a look at the most common ones:
There are several options for creating an estate plan on your own, which might lead you to wonder – “Do I really need an estate planner?”
Every once in a while a story comes out about a person who lived frugally and managed to amass a fortune. The latest example is a librarian from New Hampshire.
You’ve probably heard the dire predictions about the future viability of Social Security, but the truth is that Social Security is likely here to stay.
As a parent you may think that you automatically have access to your child’s medical information, but that’s not necessarily true.
Moving a loved one may be in their best interest, but it’s important to consider whether there are any tax implications involved in doing so.
Leaving someone an IRA as an inheritance can have a lot of tax advantages, and it’s often a very good estate planning strategy. However, the rules for inherited IRAs are complicated, and it’s easy to make mistakes.
Estate planning can be a complicated topic to learn. However, most people only need to know the basics before speaking with an experience estate planner
When looking for estate planning advice people often see suggestions that they should create a trust. That is only helpful if they know what a trust is.
If you receive a large inheritance it is important to plan how to use it wisely and make it last. Most people need some help to do that. Receiving a large inheritance can be a life-changing event both in a good way and in a bad way. It can be great if you use the […]