Healthcare treatment. Hospital preferences. End-of-life care. Some choices are too important to leave to chance—yet they often are.
A recent poll found that only 46% of older adults in the U.S. had documented their...more
Whether you’re a dog lover, a cat person, or a caretaker for another kind of feathered, scaly, or furry friend, pets are an important part of our lives. Yet when individuals are creating their estate plan, their pet’s future...more
When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to the estate to be...more
Your family’s vacation home is more than just a property. It is where your family has created memories to cherish for generations.
Deciding how to pass down such a meaningful asset can be an emotional decision, but it...more
10/7/2024
/ Beneficiaries ,
Capital Gains Tax ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Inheritance ,
Property Ownership ,
Real Estate Transfers ,
Tax Planning ,
Transfer of Assets ,
Trusts ,
Vacation Homes ,
Wills
No matter how much planning you do, you can never be too prepared to face the future of caring for your aging parents. While it may not be the most comfortable topic, having an open and honest discussion allows you to...more