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Trusts are more than just tools for wealthy individuals. When used the right way, they can offer a range of tax advantages that benefit families at many income levels. Trusts can also ensure your assets are managed and distributed according to your wishes. Here are...
Artificial intelligence has made it easier than ever for individuals to begin estate planning. With just a few prompts, AI tools can generate templates, offer suggestions and help users get a general sense of what an estate plan might include. For those just...
When you’re making an estate plan, you can sometimes leave assets to people directly. If you have $100,000, you can just name one of your adult children as the beneficiary. The estate executor will transfer the money to them while distributing the rest of the assets...
The future is unpredictable. People never know when they might get hurt in a car crash or random criminal activity. They could have a major medical event, like a heart attack or a stroke. There are countless different scenarios that can leave people seriously ill or...
Every estate is different from the next. Estates consist of all of the property that belongs to a deceased individual. In addition to having responsibility for the assets owned by the decedent, estates also assume their financial obligations. In some cases, personal...
Despite the intense grief that accompanies an individual’s passing, the people closest to them often need to address practical issues. They need to secure property, communicate with creditors and prepare for probate proceedings. What happens during estate...
A living will isn't something most people end up thinking about day to day, but it can actually end up becoming one of the most important documents you will ever create. It speaks for you even when you can’t speak for yourself. Planning for medical decisions isn't...
People don’t make estate plans nearly as often as they should. For example, only about a third of Americans have an estate plan right now. Eventually, 100% of Americans will pass away, meaning there is a clear need for an estate plan to make medical decisions or...
When it comes to passing someone’s assets on after they die, states already have laws on the books for how this should be done. These laws can allocate those assets to a surviving spouse, the person’s children, their parents, their siblings and other relatives. If...
Creating an estate plan is important for all adults. This plan outlines what they want to happen if they become incapacitated, but it also includes how their assets should be handled when they pass away. One thing that some people don’t realize is that part of...