August 25, 2020—What is not necessarily top of mind, but also deserves careful consideration, is how the assets that will eventually comprise your estate are titled. This is because how assets are titled will impact how they are transferred at death, which can have a range of planning implications and possibly affect whether an estate plan ultimately achieves its intended goals and objectives.
Are your insurance strategies covering the full spectrum of protection you need?With estate taxes due typically nine months after the date of death, having a liquidity strategy in place will help keep your assets secure from an unintended sale.A new study from The First Street Foundation lists 14.6 million properties in the 100-year flood zone, which is where there is a 1% chance of a flood striking in any one year.
August 4, 2020—When updating your estate planning documents, one of the most important considerations is who you will name as the executor of your estate.
