If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy. Unlike a typical first marriage, second marriages often …
Yours, Mine and Ours: Estate Strategies for Second Marriages Read More
If you have a sizable estate that you’ll be leaving to your adult children, then your children probably need an estate plan of their own. To encourage them to plan …
After receiving an inheritance, you need to determine how to incorporate those assets, whether stocks, bonds, real estate, or some other asset, into your finances. Consider these points during that …
When someone asks you to serve as executor of his or her estate, it is generally meant as a compliment that he or she trusts you to serve in this important …
The holidays often inspire a spirit of generosity. So, at year end, many people decide to give money or assets to their loved ones. Over time, lifetime gifts can also be …
How to Make the Most of the Annual Gift Tax Exclusion Read More
