Category Archives: Estate Planning

What a Will’s Executor Is – and Who it Should Be

By | March 9, 2012

If you’ve never heard of the term “will executor” before, it might sound like a scary position to hold. And it can be. Being the executor to someone’s will means that you’re someone who has been trusted with intimate details of someone’s life – and it also means that you have the burden of making sure the will… Read More »

How to Set Up a Living Trust — Starting Today

By | January 25, 2012

A living trust can be one of the most valuable legal entities you ever create. Why? Because it gives you a large degree of control over your own estate. But let’s back up here and explain what a living trust is all about. Essentially, a living trust is a trust for estate planning that you create while you’re… Read More »

How to Pass More Money to Your Loved Ones

By | December 16, 2011

If it’s taken you a lifetime to build up a nest egg that can help you retire comfortably and provide for the future well-being of your family, then it only follows logically that you won’t want to part with that nest egg. Yet that’s exactly what so many Americans do when they ignore the issues of estate planning,… Read More »

The Secret to Avoiding Fights Over Inheritance

By | October 24, 2011

It’s the last legacy you want to leave behind: a fight over your estate. And for a family that’s dealing with the grief of a lost loved one, these arguments can tear relationships apart. Avoiding fights over inheritance is one of the primary goals of solid estate planning, but you’ll never be able to do it if you… Read More »

What You Need to Know About Power of Attorney

By | September 14, 2011

It’s one of the most powerful legal moves you can make, and yet not many people are aware of it. What is it? Well, when you consider the fact that it allows someone else to sign documents and write checks on your behalf, you’ll probably be asking that very question. And the answer is as simple as reading… Read More »

How To Use Trusts to Avoid Estate Taxes

By | August 8, 2011

In modern parlance, a “trust” has the connotation of extreme wealth, of an upper-crust legal refinement that most people in the middle-class wouldn’t be able to enjoy. But in reality, a legal trust is a powerful tool available to any one of us that truly wants to set one up. The only question remaining is: why set up… Read More »

Ten Ways to Legally Reduce Your Estate Tax Burden

By | August 5, 2011

The estate tax is often a tax many people don’t worry about – that is, until they finally sit down and try to figure out how much they’ll be leaving behind. The federal estate tax can take around half of what you leave behind. That’s right: half. For many people, estate planning means circumventing this tax legally so… Read More »

What Most Americans Don’t Know About Estate Planning

By | August 3, 2011

In America, our culture can often be described as “impatient.” A flight that’s delayed ten minutes can feel like a lifetime of waiting. A text message that takes ten seconds longer to send will make you feel like your phone belongs in the stone age. And yet when it comes to taking action on estate planning, we suddenly… Read More »

A Guide to Differences Between Wills and Living Wills

By | August 1, 2011

Let’s be honest: when it comes to estate planning, a lot of people prefer the bliss of ignorance to the bliss of wisdom. Wills, to them, are complicated things, reminders of our own mortality and therefore something to be put off into the future. And when you introduce the concept of a Living Will, the complications make the… Read More »

How to Choose the Right Executor for Your Will

By | June 2, 2011

What is one of the most valuable social resources? Simple: trust. When you trust someone implicitly, it gives you an ally – someone who can take care of you when you’re sick or incapacitated in some way, for example. But there is more you can do when you trust someone implicitly especially when it comes to the legal… Read More »