Your estate planning documents should reflect your current life situation and support your long-term goals. Here are four simple things you can do now when planning for 2019 and beyond.
Preparing a current a complete and updated list of all of your user-names, passwords, and online accounts is an important component of estate planning.
Many individuals and families use charitable trusts to leave all or a portion of their estate to charity when they die, both for philanthropic purposes and for certain tax benefits.
There are many reasons why limited liability companies (“LLCs”) may be your preferred method to purchase real estate. The main overall benefit of purchasing real estate via an LLC is the ability to own real estate and minimize liability exposure without adding tax complexity. This combination of benefits creates a variety of strategic planning opportunities.
Before college, you should consider documentation to ensure that you have the right to control your child's medical and financial decisions.