7 Estate Planning Tips to Help an Aging Parent
Estate Planning Checkup
Consider the following when thinking about your estate. Use these questions to help you evaluate where you are in the estate planning process as noted by estate agents canary wharf. Have
Estate Planning Definitions
Annual Gift Tax Exclusion The amount of money that one person can transfer to another during a calendar year without being required to file a gift tax return or reducing their unified credit for estate taxes.
Definitions for Incapacity Planning
Conservatorships/Guardianships A court-supervised proceeding to name an individual or entity to manage the affairs and assets of an incapacitated person. In incapacity planning, this
Advanced Estate Planning Topics
You’ve worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies…
Caring for Your Pets
Have you seriously considered what will become of your faithful companion – your beloved pet – upon your death or disability? If not…
BENEFITS AVAILABLE FOR VETERANS
Estate Planning for Non-Traditional Families
Nontraditional families take many forms – a grandmother raising a grandchild via an informal custodial arrangement, an unmarried couple with children and perhaps stepchildren
Probate Flowchart
WHAT DO TRUSTEES DO? A HANDBOOK FOR TRUSTEES
INTRODUCTION ……………………………………………………………………1THE TRUST ……………………………………………………………………………2 WHAT IS A TRUST? ……………………………………………………………………..2 THE REVOCABLE LIVING TRUST DOCUMENT ………………………………….2 WHAT MAY A TRUST DO? …………………………………………………………….4 AVOIDING LIVING