Another Actor’s Estate Plan Screwed Up By His Lawyer
Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary tale when it comes to estate planning mistakes. Here are four things he could have done to correct them: Create a Revocable Living Trust. Hoffman was a public figure who valued his privacy. Yet by creating a
4 Critical Tasks to Complete Before You Go On Vacation
4 Critical Estate Planning Tasks to Complete Before Going on Vacation Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the worst. Traveling, especially in foreign destinations, means you’ll likely
Holiday Bonus + Tax Refund Spending
Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return Will you get a holiday bonus from your employer? Or maybe you have a tax refund coming. If so, do you have any of it left, have you already got it spent in your mind, or are you
Can I Benefit from a Reverse Mortgage?
It seems that we can’t turn on the television or radio without hearing an ad for a “reverse mortgage.” So what is a reverse mortgage exactly, and who can benefit from using one? A reverse mortgage is a type of loan taken out against your home. With a reverse mortgage (as
A Duty Checklist for Trustees of a Trust
It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and you no doubt want to do the best possible job. Here are 10 things to do when you are appointed trustee of a trust: 1. Read the
6 Tax Questions to Ask Before Year-End
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
Special Needs Trust: Protection for Those Who Need It the Most
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
7 Good Reasons You Need an Estate Plan – Even If You Only Have $500 in the Bank
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition
How to Ensure Your Life Insurance Benefits Go to Your Heirs
A will is one of the most basic estates planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you. But there are some cases when having a trust in addition