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articles, Estate Planning
Selecting an Executor or Trustee Whether you choose a will or a living trust, you also need to select someone to administer the disposition of your estate—an executor or personal representative and, if you have a living trust, a trustee. An individual, such as a...
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articles, Estate Planning
A Living Will Occasionally in the news we will hear about someone well known who, when seriously ill or injured refused “heroic measures” and received only palliative (comfort-easing) care at their home, hospital or other health care facility. Perhaps we...
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articles, Estate Planning
Gifting Strategies for Estate Planning The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death...
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articles, Estate Planning
Use of Living Trusts One of the most popular estate planning instruments today is the revocable living trust. Trusts are used to maintain control and disposition of assets after death, and some can be used to minimize the estate tax impact of property transfers. The...
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articles, Estate Planning
A Will that Meets Your Needs A will is a legal document that transfers what you own to your beneficiaries upon your death. It also names an executor to carry out the terms of your will and a guardian for your minor children, if you have any. Your signature and those...
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