A comprehensive estate plan has many objectives. They include ensuring your assets are passed on to your loved ones according to your wishes while minimizing gift and estate taxes. Another equally important objective is to...more
It’s been said that there’s “no time like the present.” That’s especially true when it comes to your estate plan. Even though creating an estate plan may seem overwhelming, there are several “top priority” items you should...more
Are you creating or updating your estate plan? Primarily, you need a will that divides up your assets among beneficiaries. Then you can complement it with other documents, such as financial and health care powers of attorney...more
11/21/2024
/ Beneficiaries ,
Digital Assets ,
Division of Assets ,
Documentation ,
Estate Planning ,
Funerals ,
Investment ,
IRS ,
Power of Attorney ,
Retirement Plan ,
Trusts ,
Wills