Naming a beneficiary is a crucial step in estate planning. It promotes your wishes after you’re gone, streamlines inheritance, and spares your loved ones undue stress.
For some students, next semester means starting college, which may include leaving home for the first time.
Tony Bennett’s daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.
Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
Most people spend each phase of their lives preparing for the next one, whether it’s starting a family, buying their first home, or eventually retiring.
For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.
Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family’s legacy and minimize future conflicts.
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.
