Moving to a New State? Be Sure to Update Your Estate Plan
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
Details6 Facets of Estate Planning That LGBTQ+ Couples Should Know
Estate planning is an important consideration for all couples. However, for LGBTQ+ couples (or former couples), it may be more important than they realize to review their circumstances and see whether they have an estate plan that accurately reflects their wishes.
DetailsWhat Are the Benefits of Having a Testamentary Trust?
There are various benefits to creating a testamentary trust. This article discusses the benefits of adding a testamentary trust to your estate plan.
DetailsShould I Explore Qualified Longevity Annuity Contracts?
A QLAC is an annuity that you purchase with funds from an IRA, 401(k), or 403(b) account and that guarantees you will receive retirement income on a set schedule.
DetailsWhen Should I Include a Pour Over Will in My Estate Plan?
If you wish to maintain control, during your lifetime, over the assets you place in a trust, you may choose to establish a revocable, or “living” trust – most likely, along with a pour over will.
DetailsDon’t Wait Until You’re Sick to Create an Estate Plan
While financial planning has been at the top of many Americans’ minds, a vast majority of people have stalled in creating an estate plan.
DetailsWhere Medical Research May Fit Into Advance Planning
Medical research helps professionals understand and improve disease treatment, diagnosis, and prevention. According to the U.S. National Library of Medicine, there are more than 139,000 registered clinical studies in the United States as of 2023.
Thinking about taking part in…
DetailsHow Much Should a Trustee Be Compensated?
Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their work. The amount of compensation depends on the type of trustee and the complexity of the trust.
DetailsThree Estate Planning Options for Your Art Collection
Collecting art or other valuable items can be a passion for many people. Once you have accumulated a sizable collection, what do you want to happen to it after you pass away?
DetailsWhat to Know About Being a Health Care Proxy
When you assume the role of surrogate decision-maker, it is crucial to understand the patient’s wishes and values.
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