While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to. When it comes to estate planning, these helpers are key.
If you have recently been diagnosed with a serious medical condition or illness, consider taking these three steps to ensure you and your loved ones are protected.
Do you know who is listed as your beneficiary(ies) on your beneficiary designated assets? If not, the answer may surprise you and can negatively impact your estate plan.
Historically, Halloween was a celebration of human death. Have you thought about what will happen upon your death?
Don't forget Buddy! Estate planning should include all members of your family, including your beloved pets.
Transmuting property to community property can save beneficiaries in capital gains tax.