by Christine | Jan 5, 2015 | Advanced Health Care Directive, Asset Protection, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Have a plan for your estate; either you decide or someone else does. Make this your New Year's Resolution for 2015 & get your estate planning documents in order by answering a few simple questions. Year-end is a great time to evaluate your estate...
by Christine | Dec 30, 2014 | Asset Protection, Assets, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Managing an estate can be complicated and overwhelming, but libraries can often be sources of hidden value, and thus should not be ignored. There's always a chance that tucked away in that library are a few rare first editions or hard-to-find antique items. But if...
by Christine | Dec 28, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Once someone dies there is much work to be done. These are a few suggestions to help you get administratively organized for death. To make death easier for all involved, it’s critical to plan some of the issues related to death far in advance with some contemplation...
by Christine | Dec 19, 2014 | Asset Protection, Estate Planning, Individual Retirement Accounts (IRA), Inheritance, Roth IRA, Tax Return |
These three questions merely scratch the surface of other factors that may need to be considered. Keep in mind that your estate at age 45 is likely very different from the one you’ll have at age 65 and 85 — your accounts change, you spend/inherit assets, and you...
by Christine | Dec 18, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Adult children have historically expected to inherit from their parents while in their 40s or 50s, yet now many aren’t doing so until their 70s or even 80s, as their parents live into their 90s or beyond. When should you expect to receive your inheritance? According...
by Christine | Dec 15, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Tax Planning, Trusts |
Irrevocable trusts, which are virtually unchangeable once established, have decreased in use, but revocable trusts, over which the grantor retains control, still flourish. A recent Cincinnati.com article, titled “Trusts remain useful tool in estate planning,”...
