The Great Inheritance and Crypto: What you need to know. - Vault12
The Great Inheritance or The Great Wealth Transfer and Crypto and what it means for you.| Vault12
The Great Inheritance or The Great Wealth Transfer and Crypto and what it means for you.| Vault12
'It's dangerous to rule from the grave,' says one leading estate litigator The post The family plot: Giorgio Armani’s will puts focus on estate planning for founders appeared first on Canadian Family Offices.| Canadian Family Offices
We ask financial experts for advice.| Latest from Kiplinger
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.| Latest from Kiplinger
Here's why protecting your business with confidentiality and non-compete agreements matters as a business owner.| DaMore Law - Burlington MA
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.| Latest from Kiplinger
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.| Latest from Kiplinger
Peggy Kirk Hall and Robert Moore, attorneys with The Ohio State University Agricultural & Resource Law Program, will discuss farmland inheritance...| National Agricultural Law Center
As fiduciary advisors, we know that preserving wealth is not simply about portfolio management. It also requires multi-generational wealth management that includes education, dialogue, and tailored guidance for every member of the family.| Heritage Financial Services
Mismanagement of a trust happens more often than many people realize. The longer you wait to raise concerns, the more difficult it becomes to undo any damage.| Legal Reader
As attorneys, we can’t prevent aging or disease. But we can help families build the infrastructure to respond when it comes.| Legal Reader
For most people, retirement accounts like IRAs and 401(k)s represent a lifetime of careful saving and investing. These accounts are often major assets within an estate, and they play a key role in how wealth is passed on to loved ones. However, few people realize how complex the rules are for what happens to these funds after death, or how many layers of taxation can apply. Without proper estate planning, a large portion of your retirement savings could be lost to federal and state taxes be...| Gierach Law Firm
It's challenging on many levels to prepare for the death of a spouse or a loved one.| Kindness Financial Planning
Learn the process to file for a letter of testamentary in North Carolina, including required documents, steps, and executor duties. Get trusted legal guidance on securing your letter of testamentary.| The Doyle Law Offices, P.A.
A reader sent me a CTV News story that made the rounds this week titled, “Daughter hit with $660,000 tax bill when both parents died in same year.” The reader wondered if this was proof that retirees should drain their RRIFs early to avoid a crushing “estate tax.” It’s the kind of story that spreads…| Boomer & Echo
Most family offices make critical decisions based on gut feelings because they lack a systematic way to assess readiness. This framework gives you 10 specific dimensions to evaluate before your next major decision.| Arootah
Life Insurance for Construction and Trades Workers in Canada Construction and trades professionals power Canada’s growth, yet their jobs come with daily risks that make life insurance in Canada essential. Whether you work at heights, around electricity, or with heavy tools, understanding how underwriting affects your coverage and how to improve your approval odds| Protect Your Wealth
Finding a Life Insurance Policy After the Death of a Loved One If a loved one has passed and you’re unsure whether a policy exists, this guide shows you how to quickly verify, locate, and claim benefits in Canada. Learn where to look first, how to use OLHI’s Policy Locator, what to prepare for| Protect Your Wealth
Life Insurance with Hyperthyroidism and Hypothyroidism in Canada Getting life insurance with a thyroid condition is possible. Learn how to qualify for affordable coverage, what underwriters look for, and how to improve your approval odds in Canada. 📖 17-minute read 📅 Originally Published: July 17, 2024 🔄 Updated: October 7, 2025| Protect Your Wealth
For aging landowners, protecting your property and your legacy through estate planning should be a top priority. By taking the time to plan out what will happen to your estate after you’re gone, you can save your heirs lots of time and money down the line.During a recent episode of the National Land Podcast, Professor … Continue reading "Understanding Probate: How Assets Move After Someone Passes" The post Understanding Probate: How Assets Move After Someone Passes appeared first on Natio...| National Land Realty News
Plan ahead with Collier Law. Consult an estate planning attorney in Salem OR today to protect your future and loved ones today!| collier-law.com
Four days on the beach, 5,000+ financial leaders, and countless conversations that reshaped how we think about advice, growth, and technology, Future Proof Festival 2025 in Huntington Beach delivered on every front—even for us futures folks at what was decidedly a stock/bond/ETF fest. The energy this year was undeniable. RIAs, enterprise firms, fintech innovators, capital […] The post Bringing Futures to Future Proof Festival 2025: Where Wealth Management Meets Its Future appeared first o...| RCM Alternatives
If even Abraham Lincoln, Prince, and Picasso skipped writing wills, what chance do the rest of us have without a nudge? That's why no single message works for every donor. Some need a wake-up call about the risks. Others respond to inspiring visions of their legacy. Still others want practical answers or simple first steps. The most effective campaigns don't pick one approach—they balance all four: fear, inspiration, education, and simplicity. Because different people need different keys to...| Planned Giving Marketing Trusted Authority | Official Site
As loved ones age, legal and financial issues often become more complex. Knowing when to involve an elder law attorney is key for helping protect assets, planning for long-term care, and safeguarding your family’s future. Florida has more than 5.5 million residents over the age of 60, a number that is expected to grow as […]| RTRLAW
For many families in Naperville and DuPage County, home means more than simply where they live. It is a place filled with memories, traditions, and a sense of stability. When planning for the future, many clients want to ensure that this home remains in the family while also reducing estate tax exposure. One of the most effective tools for accomplishing this is a Qualified Personal Residence Trust (QPRT). A QPRT allows you to transfer your home to your beneficiaries at a reduced tax cost whil...| Gierach Law Firm
America is on the brink of the largest generational wealth transfer in history. Between 2018 and 2042, an estimated $70 trillion is expected to shift from Baby Boomers and the Silent Generation to their heirs. Of this staggering figure, nearly $24 trillion is tied up in real estate, from farmland to family homes to income-generating … Continue reading "America’s Impending Great Wealth Transfer" The post America’s Impending Great Wealth Transfer appeared first on National Land Realty News.| National Land Realty News
Why This Matters For many business owners, the company represents more than an asset—it’s a legacy. Yet, without a tailored estate plan, that legacy can face uncertainty. At DaMore Law, we understand the importance of protecting your future. We provide guidance to help ensure your assets are preserved and distributed according to your wishes. Risks...| DaMore Law – Burlington MA
From tax-advantaged accounts to intergenerational gifting strategies, education funding can be far more than paying tuition—it can be a meaningful part of your family’s legacy plan.| Heritage Financial Services
Blended families are becoming increasingly common in Illinois. Many people remarry after divorce or widowhood, bringing children from prior relationships into a new marriage. For high net worth families, this dynamic adds both opportunity and complexity when it comes to estate planning. Without a careful strategy, the goals of protecting a new spouse, making sure children from all relationships are treated fairly, and protecting wealth across generations can come into conflict. At Gierach L...| Gierach Law Firm
As an estate planning and elder law attorney, I have seen a lot of families over my 25 years of practicing law. There are five topics that I wish many families knew about estate and asset protection planning: 1. One of the big benefits of estate planning is the ability to reduce conflict. Family dynamics […] The post Five Things I Wish Families Knew About Estate Planning appeared first on Marshall, Parker & Weber.| Marshall, Parker & Weber
A clear explanation of the estate settlement process, including probate, executor duties, asset distribution, tax obligations, and the role corporate fiduciaries play in managing complex estates with professionalism and accountability.| Central Trust Company
I don’t know you, but I have hopes for you.| Kindness Financial Planning
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
When creating your estate plan, you’ll want to ensure your home is passed down to your intended beneficiaries without an elongated process or hefty taxes. Florida offers several options to give your real estate property to others after you pass away. Your estate planning lawyer can help you determine the best way to give your […] The post Estate Planning For Homeowners: Your Questions, Answered appeared first on The Boutty Law Firm.| The Boutty Law Firm
Once your construction contract is in place and you’ve begun work, something will inevitably change once construction is underway. However, a verbal agreement with the contractor isn’t enough to protect your business from how this change will affect the final project’s cost, timeline, and design. How do you handle these change requests transparently and ethically […] The post How Do You Handle Change Orders in Construction Projects? appeared first on The Boutty Law Firm.| The Boutty Law Firm
Drafting a solid contract is the cornerstone of pre-planning your construction project. This part of the process should never be overlooked, as it can lead to disputes and legal issues later. That’s why it’s important to have a construction attorney in Orlando, like our team at The Boutty Law Firm, help you create construction contracts […] The post 5 Elements Every Construction Contract Should Include appeared first on The Boutty Law Firm.| The Boutty Law Firm
When you and your partner have children from previous relationships, estate planning can be complicated. You’ll want to consider how all of your children are cared for and ensure your spouse has the resources they need to survive after your passing. However, knowing how to do this can be a challenge. That’s why having an […] The post Estate Planning Tips for Blended Families appeared first on The Boutty Law Firm.| The Boutty Law Firm
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
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
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
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
Learn how an irrevocable trust protects your assets, who owns them, when it makes sense to use one, and what to avoid placing in a trust. RTRLAW explains the pros, cons, and planning tips.| 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
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
Intrafamily loans are a strategic tool that can offer cost savings, ease of access to credit, and the opportunity to keep wealth within the family.| Heritage Financial Services
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
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
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
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
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 Foundation
If you’ve ever tried bonding rabbits, you know it can feel like an emotional rollercoaster. Why is something that’s supposed to make rabbits happier so| Rabbit.org Foundation
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
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
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
Living trust vs will: Discover the key differences between these essential estate planning tools. Learn which option best suits your needs!| The Budgetnista
