Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors ...
Jeffrey M. Verdon of Falcon Rappaport & Berkman LLP integrates asset protection planning with advanced estate planning to preserve his affluent clients' legacy from financially ruinous lawsuits.
For many farm and ranch families, bringing children or grandchildren into the operation is the ultimate goal. Successfully ...
“Without planning ahead, complications can arise for even the simplest estates,” says Mr. Golombek. “If you don’t have a will ...
Life insurance can play a key role in your estate plan by simplifying the transfer ... This allows you to bypass probate, and the money can help cover estate taxes and other costs without having ...
Q: If a couple has beneficiaries listed on their accounts, why do they need to create an estate plan? A: I hear this question a lot: Why should I plan if I can just take care of our accounts by ...
Without one, assets could go to unintended parties by default through the complex process of probate, writes Community ...
The landscape designer Donald Pell believes using a wider palette with nonnatives from around the world can add joy to gardens. By Margaret Roach More couples are asking their wedding guests to ...
Our discussion covered topics such as what estate planning entails, real-life examples of its benefits, and how working with a dedicated estate planning partner can provide peace of mind.
You'll need substantial capital to cover ... estate and often bring in higher rents. Commercial real estate can be risky. Some types of real estate are difficult to rent in down markets. For ...
Powertrain plans typically cover the most essential ... dotted line by looking at sample contracts. CarShield sample contracts are available online for each warranty plan that it offers.