Estate planning is about defining and living out your legacy during your lifetime. It enables you to enjoy the impact your plan has on the people and organizations you support. But there are a lot of myths that still need debunking: Myth #1: Estate planning is only for the wealthy.There's a …
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What to Know About Being a Trust Beneficiary
As a trust beneficiary, you have certain rights. However, trusts can take many forms and may be governed by unique provisions established by the creator of the trust or grantor, so details will vary. First, if you are a beneficiary, it's important to know what kind of trust you're named in. If …
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Don’t Give Your Adult Children Your House
By Gerry W. Beyer Gifting a house outright to your adult children or adding them to the property's deed may avoid the hassle of probate, but doing so may bring along its own slew of issues. These problems range from a potentially large tax bill to the house being in danger if the child files …
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During These Stressful Times, Estate Planning Offers Peace of Mind
By Gary W. Beyer Due to the increased air of mortality because of the coronavirus pandemic, suddenly people are rushing to call estate planners and tax attorneys. “In recent weeks, I’ve gotten calls from people I haven’t heard from in 10 years,” Tom O’Rourke said. One of them was a healthy …
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Business Valuations: An Estate Planning Necessity
Why would you consider keeping your business valuation current? You might be able to think of one or two reasons, but there are plenty: Business Valuations: An Estate Planning Necessity - What if something calamitous were to happen to you as the business owner? It obviously would mean a major …
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