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The larger an individual's family and personal holdings become, the more complicated estate planning becomes. For those who have dual citizenship, international holdings or family in multiple countries, estate planning can be particularly complex. There are a variety...
Unfortunately, the majority of adults living in the United States currently do not have an estate plan in place. People often put off estate planning to be considered at some far-off, future time as they simply don't want to think about it, or don't think an estate...
There are several components that you’ll need to consider when you’re getting your estate plan together. Needless to say, they should all work together to ensure that your articulated wishes are clear, comprehensive and legally binding. Will and trusts Your assets can...
A primary goal of estate planning for many people is to help their loved ones avoid having to deal with a long and potentially costly probate process after they die. Thankfully, putting many of your assets in a revocable living trust can help you to accomplish that...
Regularly updating an estate plan is a good idea in general. Someone who has gone through a major change may need to review their documents. Removing certain people as beneficiaries or from positions of authority is sometimes necessary. Testators may also need to...
Building wealth takes time, effort and sacrifice. Naturally, you want to try to ensure your legacy continues to benefit your loved ones for generations to come. Intergenerational estate planning takes a long-term view, aiming to protect and distribute your assets...
In New York, parents working through their estate planning may struggle with determining a fair inheritance for each child, especially if they have a complex family situation or assets that warrant an unequal inheritance between siblings. The following scenarios...
According to AARP, only 34% of Americans have created an estate plan. It is not the most fun topic to discuss considering it requires you to think about life for your loved ones after you are gone. Such thoughts can certainly bring about mixed emotions. However, it is...
Having a solid estate plan is critical if you want to pass your wealth and legacy on to the next generation. Using a will, trust and/or advance health care directives can ensure your wishes are met after you pass away, or become incapacitated. Estate planning can also...
Estate planning is something every adult should take seriously. If you already have a plan created to protect your estate and your loved ones, you’re ahead of the game. However, there are good reasons to periodically update one or more of your estate planning...
