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When to Update Your Will: 8 Reasons You May Need to Revisit

January 3, 2024
Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…
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Gift and Estate Tax Exemption Limits Increase for 2024

January 2, 2024
It’s nobler to give than to take, the saying goes, and giving assets to loved ones while you’re still alive is a great way for them to enjoy the benefits right away—and for you to delight in seeing them enhance their lives.
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The Team Behind a Successful Estate Plan

January 1, 2024
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.
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Top Tips for Estate Planning

December 26, 2023
There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options, like transfer on death.
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Which Trust- Revocable or Irrevocable?

December 21, 2023
There are important differences between the two types of trusts, including the amount of control you'll have over your assets.
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Do You Need a Trust Fund or a Will? Or Both?

December 20, 2023
Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
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Do I Have to Pay Taxes on Trusts?

December 19, 2023
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
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Estate Planning Myths Debunked

December 17, 2023
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people's families.
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Can I Get My Ex’s Social Security Benefits?

December 16, 2023
If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you've overlooked. If you're divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.
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Why are Contingent Beneficiaries Important?

December 15, 2023
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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