Tag: Estate Planning

A key objective in creating a thorough estate plan is to maintain family harmony after your death. Generally, with an estate plan in place, you have the peace of mind

When it comes to digital assets, it’s important to know that, unlike many assets, they leave little to no “paper trail.” Meaning, unless your estate plan specifically provides for them,

Failing to address any owned foreign assets in your estate plan can cause unexpected outcomes. With the help of an experienced estate planning advisor, you can structure the ownership of

Health Savings Accounts (HSAs) allow eligible individuals to lower their out-of-pocket health care costs and federal tax bills. Now might be a good time to consider an HSA (if eligible),

The estate planning term, “tangible personal property” might sound dull and unimportant to you or your loved ones. However, it includes items that make up tangible personal property, such as

While the laws regarding the execution of a valid will differ from state to state, but typically they require specific formalities. These may include signing the will in the presence

For many years, conservation easements have been a helpful tool that helps people plan their estates. They enable taxpayers to keep ownership of their land, while still receiving income and

One of the most effective ways to provide for your children in your estate plan is to set up trusts for them. Trusts offer many benefits, including the flexibility of

It’s not uncommon for people to address in their estate plan the fact that they could become physically incapacitated and unable to make critical medical decisions themselves. They do this

You may currently be facing a problem: You’re retired, or close to it, and want to enjoy life now, while also making sure there’s money left for your family later