Bahá’í Estate Planning Considerations
Bahá’í estate planning, like estate planning for many of the world’s major religions, must be undertaken with a careful eye on sacred law and customs. For those unfamiliar with the …
Bahá’í estate planning, like estate planning for many of the world’s major religions, must be undertaken with a careful eye on sacred law and customs. For those unfamiliar with the …
Nothing lasts forever. While trusts can stretch across generations and keep valuable money and property within a family, no trust has unlimited funds or an interminable time horizon. Every trust, …
According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes.[1] These homes are …
A common misconception people have about life insurance is that they only need to designate their spouse, child, or loved one as the beneficiary of the policy to ensure that …
In the world of estate planning, you may come across the acronym HEMS from time to time. HEMS stands for “health, education, maintenance, or support” and is frequently included in …
According to Statista, more than 295 million people in the United States use social media.[1] If you are an avid social media user, have you considered what will happen to …
What is a QTIP trust? A qualified terminable interest property (QTIP) trust is an estate planning tool that married couples can use to minimize uncertainty about the future and maximize …
In a constantly evolving world, having the flexibility to adapt to changing circumstances is a valuable trait. But is flexibility less important in estate planning than in other areas of …
Avoiding probate is a common goal for individuals deciding how they want their money and property to be handled when they pass. It is a worthy one and is regularly …
Deferring, minimizing, or avoiding estate taxes altogether is often an important estate planning goal for married couples. However, uncertainty surrounding what the estate tax laws and the value of their …
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