If I Buy a House, Should I have an Estate Plan?
July 2, 2021
Buying a home is one of the most common triggers for creating an estate plan.
Buying a home is one of the most common triggers for creating an estate plan.
If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
One of the most important decisions you will ever make is choosing a fiduciary.
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Is it better to help your children when you’re still alive? Or wait until after you die?
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
Medicare covers the majority of older Americans’ health care needs — from hospital care and doctor visits to lab tests and prescription drugs.
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
Under a tax-law exception for 529 plans this year, clients can make a lump-sum 2021 gift of up to $75,000 to fund a 529 college savings account for a child or grandchild (or any other college-bound individual) and claim a federal gift tax exclusion for the full amount.
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