Business succession planning is the process through which new owners are identified to replace the current owners when they leave, retire or pass away. New…
A trust is an agreement through which assets can be transferred for your own benefit or that of your loved ones upon your passing. A…
Although many websites such as LegalZoom offer online estate planning services, however, they almost always fall short in catering to a person’s needs. In other…
Having assets in your name above a certain financial limit at the time of death leads to the estate going through probate in Arizona. Revocable…
The need for asset protection planning arises when you have to achieve your goals and protect your family wealth and assets from the claims of…
The answer is YES. On June 12th the Supreme Court of the United States handed down a decision stating that Inherited IRA’s are subject to…
“The biggest estate-planning mistake is that people think it’s only about the money,” said Marlene Stum, a professor at the University of Minnesota and author…
Français: Enterrement à (Photo credit: Wikipedia) It isn’t a surprise to anyone that those typically motivated to do estate planning are those that have their…
While this is a common misconception, I believe it mixes up two ideas, estate planning and estate tax planning. Estate tax planing is actually a…
But wait, there’s more; there’s Loving Trusts, Family Trusts, Grantor Retained Trusts and many more. Let’s start with revocable vs. irrevocable trusts. These are exactly…