Here’s the scenario: Fran’s husband, Ed, passed away recently. Then she learns that his life insurance proceeds are going…
Here’s the scenario: Fran’s husband, Ed, passed away recently. Then she learns that his life insurance proceeds are going…
If you are dealing with someone with a terminal illness, there are a few things you can do — practical…
There are a number of good reasons to revisit your estate plan at the end of the year. Tax planning…
Death is inevitable. To make it easier on your loved ones, who will have plenty to do and lots of…
Contrary to what some people think, retirement accounts are not included in wills. A story in the New York Times…
For most doctors, one of the most important steps in their personal and legal planning, after setting up a retirement…
Estate planning is a key component of a financial plan, yet many physicians overlook it. An article on orthopreneurpub.com, says…
Trusts are one type of tool used in estate planning. A trust is created when a donor appoints a trustee…
Perhaps the most convenient way to transfer property is simply registering the asset you wish to transfer as “transferrable on…
Estate planning for oneself is difficult enough. Unfortunately, many adult Americans also find themselves assisting their aging parents, who haven’t…
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