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Apr
Estate Planning for Expatriates
The United States hosts the highest number of immigrants in the world, but increasingly, Americans say they are looking to relocate permanently to another country. A large percentage of wealthy Americans are also interested in buying real estate overseas and living there at leas...
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Apr
What Happens to My Leased Car If I Die Before the Lease Term Ends?
After a house, a car is often the second-most valuable piece of property a person owns. About 15–20 percent of new vehicles are leased rather than purchased and financed. Leasing is a popular alternative to traditional financing because it can allow the lessee (the person who l...
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Apr
Swedish Death Cleaning
How much stuff is too much? Most Americans would probably admit that they own too many things. From clothes to electronics to sports equipment to collectibles, the typical US house is stuffed to the brim with items of questionable utility. On occasion, we may commit to declutter...
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Apr
National Grandparents Day: Three Things to Consider Before You Make a Gift to Grandchildren
As grandparents, you likely love the opportunity to shower your grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of your grandchild’s wish list. While experiencing the joy on yo...
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Apr
Maximize the Benefits of Giving to Your Loved Ones
Working hard and sharing your wealth with loved ones is a great goal. But, it’s essential to be aware of the tax implications when you give gifts or plan your estate. With a well-crafted estate plan, we can help protect your wealth and your loved ones. Let’s explore three types...
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Apr
Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?
When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as trustee for your trust, retaining the f...
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Apr
National Make a Will Month: Securing Your Legacy for the Future
Welcome to National Make a Will Month! This month-long initiative serves as a timely reminder of the importance of creating a last will and testament. Preparing a will is a crucial step in safeguarding your assets, ensuring your loved ones are taken care of, and preserving your...
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Apr
The Importance of Reviewing Legal Documents When Relocating
A Lesson from Holographic Wills As we navigate through life, there may come a time when we have to relocate to a different state. Moving involves many considerations, and it’s important not to overlook the impact on legal documents, especially those related to estate planning. E...
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Apr
What Does “Devise” Mean in an Estate Plan?
When creating an estate plan, you may encounter unfamiliar terms that can be confusing. Adding to the confusion, some of these terms may sound the same but have different meanings and spellings. For instance, “heir” refers to someone who receives money or property through a will...
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Apr
What Not to Include in Your Estate Planning Documents
One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that estate planning documents be thoro...
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