Estate Planning

Fewer people have safe deposit boxes than they did decades ago. Online document storage and home safes have made them less of a necessity. However, if you’re preparing to put your estate plan in place and you continue to store valuables in a safe deposit box, you’ll...

If you have property or financial accounts in more than one country, your estate plan might be more complex than you think. Cross-border estates can create unique challenges that most people never see coming until it is too late. These issues can delay the transfer of...

Charitable giving is a meaningful way to leave a financial legacy and support causes that reflect your values. When thoughtfully incorporated into an estate plan, charitable contributions can also offer financial benefits, including tax advantages for your estate and...

It’s important not to neglect your estate plan after you’ve written it. It’s true that just having a will is better than not having one at all. But an outdated will doesn’t necessarily give your family the instructions and guidance that you want for them at this time....

You need to ensure your estate plan is up to date with changes in your life. One event that could require a major update to your estate plan is a divorce. Here are some of the measures that could require you to take: Update your assets Property division can be a...

You could focus your estate plan only on what happens when you pass away. But it will be far better if you also consider what happens if you become seriously ill or are involved in a nasty accident. If the accident or illness leaves you unable to communicate with...

People have a range of reasons for wanting to disinherit a child. In some cases, it is because they want to encourage them to work hard to forge their own path. In others, it’s because they feel the child would use it to harm themselves, such as if they have a drug...

Pregnancy can be an exciting time. Yet, if you’re pregnant, you may understandably feel a little scattered and overwhelmed due to hormone changes and changes related to how you live your daily life. As a result, one important task may be overlooked as your family...

A “last-will-and-testament” is what most people think of when they hear the term “will.” It’s a legal document where you pick someone to manage your estate, spell out who gets your belongings and name a guardian for your minor children (if you have any). A regular...

The thought of creating an estate plan can seem overwhelming. Maybe that’s why the majority of U.S. adults don’t have one. While an estate plan takes some thought and consideration, breaking it down into its components can make the project more manageable. Why have an...