A probate lawyer can provide a variety of services to you, if you’re struggling to deal with matters related to your loved one’s estate.
You’ve probably seen it in the movies or on TV hundreds of times: A close-knit family gathers for the reading of the will of a wealthy patriarch or matriarch. When the terms are revealed, someone benefits at the expense of someone else, causing a ruckus. It may even come to blows.
What’s going to happen to your assets after you die? Your parents die? Your spouse dies? It’s a conversation that’s uncomfortable to have, but one that’s extremely important.
When Congress returns from recess, it will have a slew of proposals to consider, including some that could have a big impact on your retirement.
Let’s face it, when it comes to storing important financial documents, a shoe box under your bed doesn’t really cut it.
Thanks to changes in the 2017 tax law, 529 college-savings plans are being used as estate planning tools and to pay for more education-related expenses than ever before, according to InvestmentNews.
If elderly parents aren’t good at record-keeping, a family member will need to identify this information and keep it in a place where it can be referenced when needed.
Most of us have heard the quote from Benjamin Franklin, ‘In this world, nothing is certain except death and taxes.’
Many clients want to leave a legacy, not just save for a comfortable retirement.
The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps, by keeping these three principles in mind: communication, clarity and customization.
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