One of the key tasks to complete when making your estate plan is to name an executor. They will be in charge of putting your estate plan into action when you come to pass. Yet, what if change your mind about who you have chosen? Can you take that power back from them,...
Age Gracefully With A Plan In Place
Month: November 2024
Will your children inherit your debt?
As you create your estate plan, you start by deciding which children will inherit your assets. You may divide assets equally or unequally, as you wish. You’ll also need to account for tangible assets and family heirlooms, and it may be wise to talk to your...
How tax-efficient is your estate plan?
There is more to estate planning than just deciding who gets what. It’s also about minimizing the tax burden on your estate and loved ones. After all, the goal is to leave more for your loved ones -- not the IRS. The more tax-efficient your estate plan is, the less of...