Estate Planning

Estate planning can enable you to control your property while you are alive, take care of you and your loved ones if you become disabled, and give what you have to whom you want, the way you want, and when you want, and if you wish, you can save every last tax dollar, professional fee, and court cost possible.

Planning for Real Estate with Estate Planning

It’s never too late to begin planning for your estate and this is especially true if you own or invest in any real estate. Your credit union is the best place to start when you are ready to begin estate planning or if you are just ready to learn more about how this important step in your financial life can protect your family and your hard earned assets.

Senior Life Settlement - Uses and Applications

The Senior Life Settlement Market has evolved so that there is a secondary market for life insurance policies that are no longer needed or wanted. Selling a life insurance policy into the open market is now easily accomplished.

Estate Planning Basics

Greek philosopher Heraclitus had remarked that ‘you cannot step into the same river twice’ i.e. time will never be the same… ‘Change’ is the only constant factor and ‘Death’ is the only certain thing in life

Finding the Best Estate Planning Attorney for Your Family

Few things are more important to the success of your estate plan than the attorney you choose to design and draft it.

Is Estate Planning for Everyone?

Is it necessary to have an estate plan?

Estate Planning – The Most Common Mistakes

Compiled is a list of some of the most common mistakes individuals make in estate planning. Please review the list, but also plan to meet with a qualified attorney to review your unique estate.

Estate Planning - No Contest Clause in your Will

Over views the consideration of putting a no contest clause into one’s will if they feel the will is going to be heavily contested. Additionally, advises how courts react to such a clause and suggests an alternative consideration.

Estate Planning – Protecting Your Will's Integrity

Over views modern day techniques (evidence) one can present to the courts that uphold the decisions the testator dictates in their written last will and testament.

Estate Planning - Rules and Trustees

Reviews problems associated with forming a trust such as deciding the powers which the trustee(s) have and do not have relative to the assets placed into a trust.

New Cyprus Residents - Make Sure You Know Who Will Inherit Your Estate

In an earlier article, author Michael Yates drew attention to the need to review assets and the manner in which they are held in order to escape liability to inheritance tax in the United Kingdom. The key lies in domicile, even more so after the British Government's decision to tax the most basic of estate planning arrangements. So what is domicile?

Estate Plans and Trusts Discussed

We all know that we need to have our lives in order in the event of our demise because our families are so important to us. As the Death Tax slowing dies over the next many years, it behooves all of us to have estate plans and trusts set up to shield our assets from legal liabilities which can pop-up out of nowhere and also to pay the least amount of taxes to the government after we die.

Charitable Remainder Trusts: Preserving Your Estate

Charitable Remainder Trusts: Preserving Your Estate Financial and estate planning ensure that a person's assets and property will be put to the greatest use during life, and to the beneficiary's best use after death. Too bad that studies show that relatively few people actually adopt such a plan.

Beneficiary Controlled Trust Fact Sheet

As middle class estates get larger, and the divorce rate grows, more and more financial planners are utilizing beneficiary controlled trusts to pass inheritance on to future generations without loss to the beneficiary's creditors, ex-spouses, or even the IRS.

How Can An Estate Plan Help Me?

Do you know how your life will be divided after your death? Who will your estate go to? Who will look after your children? With an estate plan you decide. You are in control of your family’s security in the event that something tragic should happen.