From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year.| Latest from Kiplinger
Estate planning for pet owners includes more than just a will. Learn how pet trusts offer lasting protection, enforceable care instructions, and peace of mind for your beloved animals. The post How to Protect Your Animals Through Trusts & Estate Planning appeared first on Central Trust Company.| Central Trust Company
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy.| Latest from Kiplinger
Financial professionals with a Certified Kingdom Advisor certification are committed to integrating biblical principles with sound financial advice.| Latest from Kiplinger
Retirement for founders and stepping back from the family business means redefining roles so they stay relevant without becoming a bottleneck| Canadian Family Offices
Are you seeking guardianship in Florida? Learn the legal requirements, evidence you’ll need, and how RTRLAW can help guide you through the guardianship process.| RTRLAW
Inheritance windfalls can bring a complex mix of emotions, psychological challenges, and financial decisions. Understanding the psychological impact of inheritance can help beneficiaries make sound financial and emotional decisions—turning a moment of loss into an opportunity for purposeful planning.| Heritage Financial Services
Join us for our latest Justia Webinar to explore the critical intersection of two practice areas, estate planning & family law, to help lawyers anticipate challenges, close gaps, and strengthen their...| Legal Marketing & Technology Blog
Families throughout DuPage County who are thinking seriously about preserving their wealth often find themselves faced with a major decision: should they create a revocable trust, an irrevocable trust, or some combination of the two? Your choice will affect how much control you have over your assets, how those assets pass to your children or other beneficiaries, and whether you will face unnecessary taxation or creditor claims in the future. The Illinois Trust Code (760 ILCS 3), which governs...| Gierach Law Firm
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A financial planner explains some tax-saving strategies that Canadian retirees may not have thought of. The post “We’re well off in retirement. How can we pay less tax?” appeared first on MoneySense.| MoneySense
B.C. appeal court upholds interpretation of novel clause in will The post Not court’s job to make will fair appeared first on Investment Executive.| Investment Executive
Many Canadians skip professional advice on major financial decisions: Leger The post Advisors risk being kept on the sidelines of the great wealth transfer: survey appeared first on Investment Executive.| Investment Executive
Many Canadians skip professional advice on major financial decisions: Leger| Advisor.ca
In this episode we break down the sweeping changes in the One Big Beautiful Bill Act (OBBA) and what they mean for anyone who owns mineral rights or receives royalty payments. While this 940-page piece of legislation touches on everything from immigration to defense spending, we focused our conversation on the provisions that will directly […] The post MRP 297: Will the One Big Beautiful Bill Act Boost the Value of Your Minerals? appeared first on The Mineral Rights Podcast.| The Mineral Rights Podcast
Let’s talk about estate planning. Now before you click away thinking, “I’ll deal with that later,” I urge you—please hang with me. Estate| Haws Federal Advisors
If you are preparing to sell your home, your goal is simple: attract strong offers and close quickly. The challenge? Making sure your home stands out in a competitive market. By taking intentional steps before listing, you can increase home resale value in Massachusetts and appeal to more buyers. Below are practical strategies that work...| DaMore Law – Burlington MA
Estate Planning When You’re Young, Single, or Child-Free Why estate planning isn’t just for retirees or parents When most people hear the term “estate planning,” they picture retirees dividing assets among children or grandparents leaving heirlooms to the next generation. But the truth is, estate planning is not just for people with families or those...| DaMore Law – Burlington MA
How Massachusetts Divides Your Assets Without a Will When someone passes away without a will in Massachusetts, it’s called dying intestate. This means the state, rather than the deceased, decides how to distribute their property, assets, and belongings. While this legal process may seem straightforward on paper, the real-life consequences can be anything but. If...| DaMore Law – Burlington MA
Passing down heirlooms is often about more than monetary value. Whether it is a grandfather’s watch, a portrait that has hung in the family home for generations, or a set of china brought over from the old country, these items carry emotional and cultural weight. In high-net-worth families, those heirlooms often sit alongside substantial financial and business assets, and failure to plan carefully can spark long-term family disputes, litigation, and unnecessary loss. If you are part of a fa...| Gierach Law Firm
When it comes to estate planning and asset protection, an irrevocable trust is one of the most powerful legal tools available. Unlike a revocable (or living) trust, an irrevocable trust removes ownership and control of certain assets from your personal estate, which can help shield those assets from lawsuits, creditors, estate taxes, and long-term care […]| RTRLAW
It is easy to mistakenly assume that naming a guardian in estate planning documents is only critical for individuals with minor children. In reality, however, appointing a guardian is just as important for parents as it is for individuals without children, empty nesters, and retirees. Appointing a guardian is a safeguard for when life takes an unexpected turn....| Cole Schotz
Do you remember when you first got your driver’s license? I do. Flashback to 1977 at the Montoursville State Police Barracks while I whipped my parents’ 1973 AMC Ambassador station wagon| Marshall, Parker & Weber
At The Floyd Law Firm PC, we provide our clients with representation that is backed by more than 100 years of combined experience.| The Floyd Law Firm PC
Even if your financial plan is on autopilot, now is the perfect time to make sure it's still aligned with your goals, especially if retirement is on the horizon.| Kiplinger
At death, several types of assets do not have to go through probate. Instead, they pass directly to one or more named beneficiaries. This includes things such as retirement accounts, insurance policies, and assets held in trust. It also includes any assets titled as “payable on death” or “transfer on death.” Having assets pass outside […]| Oblivious Investor
The recently signed "Big Beautiful Bill" introduces significant changes impacting the tax landscape for individuals, trusts, and estates. Here's an overview of the key provisions now in law. Let's focus specifically on how this Act may affect your current estate plan and what, if any, changes you might consider making to it in the near| THInc
When someone you love cannot manage their personal or financial affairs, it can be overwhelming trying to figure out how to help them. Families in Illinois often turn to guardianship as a solution, but many are unsure whether a plenary or limited guardianship is the right choice. Understanding the differences between these options and how courts approach these cases is crucial. If you are considering guardianship, talk first to our Naperville, IL guardianship and estate planning attorney, Den...| Gierach Law Firm
Are you considering guardianship in Florida? Learn the pros and cons, rights that are potentially lost, ethical concerns, and better alternatives. RTRLAW helps families make informed decisions.| RTRLAW
Per Stirpes is a funny and confusing word. But it's wildly important to understand. So we break it down for you here, in plain English.| Define Financial
In this episode, David Marrison and Elaine Froese dive into the realities of family farm transition in blended families. Learn tools to communicate clearly, plan ahead, and build a lasting legacy through tough but necessary conversations. The post 48: Navigating Blended Families in Transition! appeared first on Elaine Froese | Canada’s Farm Whisperer | Your go-to expert for farm families who want better communication and conflict resolution to secure a successful farm transition.| Elaine Froese | Canada’s Farm Whisperer | Your go-to expert for farm famili...
Learn about What Is Undue Influence in Illinois Will Contests? with insights from Gierach Law Firm, LLC. Call 630-756-1160 for legal help in DuPage County, IL.| Gierach Law Firm
Education remains one of the most powerful forces for transforming lives and strengthening communities. When you integrate educational giving into your charitable planning and estate strategy, you create lasting impact that extends far beyond your lifetime while potentially securing valuable […] The post 5 Ways to Integrate Education Into Your Charitable Giving & Legacy Planning appeared first on Gierach Law Firm.| Gierach Law Firm
Learn about 8 Tips for Establishing a Foreign Trust with insights from Gierach Law Firm, LLC. Call 630-756-1160 for legal help in DuPage County, IL.| Gierach Law Firm
Intrafamily loans can be a powerful tool for supporting loved ones while keeping wealth within the family. These private lending arrangements offer potential benefits such as cost savings, estate planning advantages, and flexible terms. But while the opportunities are significant, they also come with important risks and relational dynamics to consider. This article explores how […] The post Understanding Intrafamily Loans: Benefits, Risks, and Considerations appeared first on Heritage Finan...| Heritage Financial Services
The 529 college savings plan is a flexible way for families to transfer wealth and may become more valuable if Congress passes Biden's proposed tax increases.| CNBC
When your spouse passes away, the loss and change in your life is enough to deal with, but we know there are other items that you must address. The items concerning your estate planning can wait for a bit in most cases. Here is a list of frequently asked questions and answers. Do I have […] The post What Should You Do When Your Spouse Dies? appeared first on Marshall, Parker & Weber.| Marshall, Parker & Weber
For years, my family would gather for a monthly visit at my parent’s home. The routine was well established. My father would take a seat at the kitchen table and welcome us all. Not long after, he would start a discussion about politics. In fact, any topic could have a political spin. Sports, religion, current […] The post How Politics Have Affected Estate Planning appeared first on Marshall, Parker & Weber.| Marshall, Parker & Weber
For those of you thinking ahead, Mother’s Day is the 11th of May, 2025. Most of us send our mother flowers, good wishes and perhaps treat her to a nice meal. A more unique gift would be to help get her estate planning in order. There are many practical estate planning documents to consider. For […] The post The Mother’s Day Gift of Estate Planning appeared first on Marshall, Parker & Weber.| Marshall, Parker & Weber
Today, the Exemption has ballooned to $13.99 million with a maximum tax rate of 40%. With such a large Exemption, the Federal Estate Tax affects very few individuals.| Marshall, Parker & Weber
Estate planning is a deeply personal process that raises many important questions—one of the most common being how personal representatives are compensated.| Kevin C. Martin Attorney at Law, PLLC
Divorce can be one of the most significant events to shape your financial future, but many don’t realise that pensions are often one of the largest assets at stake.| Progeny
Connected financial thinking for moving and living abroad. When it comes to moving abroad and living life as an expat, there are several stages to the| Progeny
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.| Kiplinger
Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big picture — and the finer details.| Kiplinger
At the Succession Planning Roundtable: Back to Basics - Essential Documents for Your Family Business, Bea Wolper with Emens Wolper Jacobs & Jasin and Meredith Sugar with Taft/ facilitated a highly informative and engaging roundtable discussion focused on the foundational legal documents every family business needs. The conversation was filled with practical advice, cautionary tales, […] The post Essential Documents for Your Family Business – Succession Planning appeared first on Conway Ce...| Conway Center for Family Business
Simple arrangements such as joint bank accounts could be caught| Investment Executive
Clients may have bare trust arrangements without being aware of them| Investment Executive
What is. aLetter of Instruction is and how do you write one in 2025? Learn more on this page! Plus, grab the free template so you can take action!| Define Financial
Hey there! If you're in a same-sex relationship, estate planning isn't just about managing assets—it's about protecting your relationship, your future, and the people you love. Since the landmark Obergefell v. Hodges decision in 2015 made same-sex marriage legal nationwide, things have definitely improved, but navigating the current landscape requires awareness of both the protections […] The post Same-Sex Estate Planning: Wills, Trusts, and More appeared first on CentSai.| CentSai
Hey there! Remember when estate planning just meant deciding who gets the house and the family heirlooms? Well, times have changed, and in 2025, your digital footprint is just as important as your physical one! What Are Digital Assets, Anyway? These days, a modern estate doesn't just include physical items and money. Your digital assets […] The post Digital Assets in Estate Planning: Protecting Your Online Legacy in 2025 appeared first on CentSai.| CentSai
What is Estate Administration? Navigating estate administration can feel overwhelming, but with the right guidance, you can simplify the process and protect your legacy. At Doyle Law Offices, our estate planning attorneys understand the importance of managing an estate with care and precision. Join us as we break down the essential steps of the probate […]| The Doyle Law Offices, P.A.
Join our Wake County estate planning attorney from The Doyle Law Offices as he explores the implications of the Doctrine of Necessaries even after one spouse's passing, offering insight into the potential ongoing financial obligations of surviving spouses.| The Doyle Law Offices, P.A.
In this guide, I'll explain everything you need to know about an Executor Of The Estate.| Cremation Institute
Discover why modern wealth management must go beyond investments to address liability, risk, and tax planning.| Inquisitor
Last week Reader B, a fellow Canadian shared his amazing dividend investing story with us. B and his wife retired in 2004 at age 55 and have been living off| Tawcan
Preparing heirs to manage wealth requires early financial education, open family communication, hands-on experience, mentorship, and a strong focus on philanthropy to build long-term financial responsibility and purpose.| Central Trust Company
The Great Wealth Transfer is underway. Discover strategies like trusts, tax planning, and heir education to help preserve generational wealth for decades to come.| Central Trust Company
Consider how cash management, diversification, risk management and investments could reduce unnecessary struggles faced by your farm.| Grainews
Leave a legacy of compassion. Including Rabbit.org Foundation in your estate plans ensures that rabbit welfare education and advocacy continue for generations, protecting rabbits and promoting a future where they are respected and cared for.| Rabbit.org
If you’ve ever tried bonding rabbits, you know it can feel like an emotional rollercoaster. […]| Rabbit.org
Many rabbit and hare species are on the edge of extinction.| Rabbit.org Foundation
By Rick Law of Law Elder Law. Rick hosts multiple seminars a month at the Estate, Asset Protection, and Retirement Tax law firm at LEL in Western Chicagoland in Illinois. There is a common misconception: that Alzheimer’s is not a fatal disease. Most people still do not realize the basics of Alzheimer’s. Alzheimer’s disease is progressive, degenerative, and ultimately fatal. Unfortunately, most people still think about the disease as “a little bit of memory loss.” We hear it from peo...| Law Elder Law – a Division of Law Hesselbaum.
By Rick Law, elder law and estate planning attorney in Aurora, IL. Rick and his attorney daughter Diana Law are partners at the Estate, Asset, and Retirement Tax law firm of Law Elder Law. Although each state has its own rules regarding transfers and discharges, if the facility accepts Medicaid and/or Medicare, it is bound by the federal rules. A nursing home may only transfer or discharge a patient under federal law if it isnecessary for the resident’s welfare and the resident’s need...| Law Elder Law – a Division of Law Hesselbaum.
From the desk of Estate Planning attorney Rick L. Law of the Estate, Asset, and Retirement Tax law firm of Law Elder Law. Dale Chatfield was a man of simple and powerful virtues. His initiative, integrity, and personality drew people to him, and in turn, he enriched their lives. When Dale passed in 2014, he and his wife doris had been married for just over 75 years. Born October 10, 1911 in the central Nebraska plains. He told us, “I grew up on the farm, and when I was aSEE DETAILS| Law Elder Law – a Division of Law Hesselbaum.
By Rick Law, elder law attorney and managing partner at the Estate, Asset, and Retirement Tax Law firm of Law Elder Law. LEL is a multi-generational law firm serving seniors and their families, and helping them prepare for changes to healthcare and retirement planning. Nursing home residents are entitled to manage their personal finances and choose their health-care providers. The nursing home must keep residents informed of any plan of care and any changes in that plan and must allow the res...| Law Elder Law – a Division of Law Hesselbaum.
By Rick Law, elder law and estate planning attorney at the Estate, Asset and Retirement Tax Law Firm of Law Elder Law in Aurora, IL. Finding a dependable, trustworthy, long-term caregiver is something that families often grapple with… retaining a great caregiver is the other half of the struggle that families encounter when faced with disabilities and/or long-term diseases. The majority of the folks we encounter are impacted by Alzheimer’s Disease and the resulting progressive dement...| Law Elder Law – a Division of Law Hesselbaum.
Transition plans ensure farm legacy & family harmony. Learn how to act now for a smooth farm succession & future success.| Elaine Froese | Canada’s Farm Whisperer | Your go-to expert for farm famili...
Is a trust or outright inheritance right for your family? Explore essential estate planning strategies, protect your assets, and secure your heirs’ futures.| Central Trust Company
Protect your assets during the 2026 Federal Tax changes with proper estate planning in Beaverton, OR. Call us today to schedule a consultation!| collier-law.com
Learn how to transition farm wealth wisely with open conversations, clear expectations, and gifts with a warm hand, not a cold one.| Elaine Froese | Canada’s Farm Whisperer | Your go-to expert for farm famili...
While challenging a will in Arizona might sound complicated, it’s definitely doable under specific conditions. If someone, such as a family member or an heir, feels unfairly treated by a will or has doubts about its legitimacy, they can choose to contest it. However, it’s important to know that this is often a long process...| THANK YOU FOR REQUESTING A CONTACT
Interested in learning more about quitclaim deeds and when to use them? Keep reading to find out if a quitclaim deed may work for you.| THANK YOU FOR REQUESTING A CONTACT
Protecting your family should match your financial plan. Find out what family life insurance is and if family life insurance is right for you| Protect Your Wealth
Secure your family's farmland with trusts, gifting strategies, and tax-efficient estate planning to preserve your legacy for future generations.| Central Trust Company
Understand how to deal with medical debt after a death, estate, and spouse responsibilities, and steps to safeguard those that may be affected.| Money Fit
Don’t let your digital assets get lost! Discover why you need a crypto inheritance plan and check out our guide to secure your crypto, NFTs, and more for future generations.| Vault12
Financial goals template: Your free step-by-step guide to set and crush your money goals in 2025. Includes proven tools for success!| The Budgetnista
Ready for your year-end financial review? Get an 8-step checklist to analyze your 2024 money moves and set powerful goals for 2025. Learn more!| The Budgetnista
Explore tips for discussing inheritance, succession planning, and financial goals with respect and transparency during holiday gatherings.| Central Trust Company
Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.| Texas Trust Law
Discovering a life insurance policy for a deceased parent or spouse can provide much-needed financial support during a difficult time.| Texas Trust Law
Estate planning ensures that your children will have the future you want for them no matter what happens to you.| Texas Trust Law
Concerns about estate plans are common. This blog about Utah will requirements, guides you on what you need to know to be responsibly prepared.| Tencap LLC
While it is possible a trusted contact may provide you with some protection, it cannot replace a durable power of attorney.| Marotta On Money
Uncover the modern role of prenuptial agreements in financial planning and estate management. See how these agreements foster transparency, protect assets, and promote financial harmony in marriage.| Central Trust Company
Do you make it convenient for customers and non-customers to send documents to you securely? Most Financial Institutions think they do and give themselves an “A.” Yet when those same processes are graded from the digital consumer’s perspective, they get an “F.” Last week, I had to reach out to a very large ($8+ [...]| Virtual StrongBox™
Living Trust vs Will: which one is right for you? We want you to know key differences & how each option can impact your estate planning. Empower yourself.| LegalShield
A beneficiary is a person or entity designated to receive assets from your estate. These assets can include money, property, investments, and personal items.| Mediation Attorney Hayward CA | Law Offices of Denise Eaton May
If you’re a freelancer, you need an estate plan to protect your family, business, and assets. Learn the benefits and challenges of freelancer estate plans.| Mediation Attorney Hayward CA | Law Offices of Denise Eaton May
Financial planning estate guide: essential strategies to secure your legacy, protect assets, and ensure your family's future. Learn more here!| The Budgetnista
Tom Adrian recently attended the 49th Annual University of Miami Heckerling Institute on Estate Planning, held in Orlando, Florida. The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. It is designed for attorneys, trust officers, accountants, insurance professionals and financial planners who, through years of experience and practice, are familiar with the principles of estate planning. The week-long program covered the latest de...| Pankratz & Hodge Attorneys at Law
Estate planning is a task which is never useful until it is too late to do it.| Marotta On Money
This Make-A-Will Month, LegalShield members can join our provider law firms for webinars or in-person events to learn about the why and how that goes into Wills.| LegalShield
If you are like many of us who have reached a certain age, your focus is on acquiring less and purging more. Paring down, organizing, and decluttering has become the mantra of many retirees who are…| Retirementally Challenged
Estate planning is arranging for the management and disposal of a person's estate during their life and after death. It| RISMedia
Living trust vs will: Discover the key differences between these essential estate planning tools. Learn which option best suits your needs!| The Budgetnista
Who needs estate planning? Everyone! Protect your assets and loved ones. Discover why estate planning is essential for all adults. Learn more!| The Budgetnista
At the end of 2012, my partner died suddenly. He was 40, I was 37, and our two kids were only 3 and 6. His death from a rare heart condition was a devastating shock. But so was the matter| HerMoney
An extensive estate plan involves numerous legal documents that may be too complex to accomplish on your own.| Bolder