Posts tagged with "home"

Estate Planning · September 07, 2018
A lot of times, people hide their Wills or estate planning docs in secret locations where they'll likely never be found after their death. Or they'll put their Will in the care of unreliable caretakers, whom may forget they even have the documents and never truly know when is the right time to present it to the family after your death. Consider this illuminating case that winded its way through the NY court system and provides a cautionary tale about safeguarding your documents.
Estate Planning · March 02, 2018
They say the Tax Cuts and Jobs Act is the biggest overhaul of the US tax system in 30 years. The impact will spread far and wide, starting with a significant cut in the corporate rate from 35% to 21% and lower levies on repatriating overseas profits. Yet, like the rest of us, you're probably wondering, "So, what does that have to do with me?" Even with the biggest impact aimed at businesses, there are still several changes to the personal income tax laws, and we highlight them here just for you!
Estate Planning · January 26, 2018
Planning is the ultimate way to face life events that are bound to happen in the future, and one event that everyone must inevitably face is their own death. What's actually fascinating about planning for death, is that studies show it will likely increase your happiness levels during life. In fact, there's a country in the world that actually measures its population's happiness level and demonstrated that reflecting on death causes greater focus and appreciation for life.
Estate Planning · January 19, 2018
These days, owning real estate is a tremendous accomplishment for most families. And if you're fortunate to also be an investor in multiple properties, you'll want to ensure you have the right legal and insurance foundations in place to protect your investment and ensure a roof stays over your head. As they say, it's a numbers game - the most properties you have, the greater likelihood they'll be involved in a lawsuit.
Estate Planning · November 24, 2017
We're now seeing more people than ever before beginning to downsize their lives. Some are doing it as they're heading into retirement, and others just to simplify things and live more contemporary lifestyles. Regardless of their reasons, there's now a surplus of "stuff" that needs to be dealt with, and there are multiple ways you can help your family members take care of it.
Estate Planning · October 20, 2017
Nothing says you love your pets more than having a legal plan in place for their care in the event of your death or incapacity. Unfortunately, too many animals are abandoned each year because their owners take for granted their furry friend's good fortune. You don't have to worry, however. Because now we have an easy solution that offers your faithful companion with the best security - emotional and financial - in the event of your death or incapacity.
Estate Planning · October 06, 2017
There are many options available to you when it comes to planning for the ensured security of your children in the event something ever happens to you. Unfortunately, not all of these options are right for your kids and can put their financial security and future in a risky position. Don't be afraid, though. We're fully aware of these risks and have a way for you to address them all in one easy step!
Estate Planning · September 29, 2017
California's Revocable Transfer on Death Deed is intended to be a simple tool for transferring ownership of real property upon the owner's death. But before you rely on a TOD Deed as a cheaper alternative to Living Trusts, you should consider the limitations of the TOD Deed and how they can negatively affect you at critical moments in life.
Estate Planning · September 22, 2017
There are many protections afforded to legal spouses, but trends are beginning to show that many couples are opting out of getting married. If you're partnered and unmarried, and are starting to consider opting out of marriage, you'll want to have financial and legal protections in place to ensure you and your loved ones are taken care of if you become incapacitated or when you die.
Estate Planning · September 08, 2017
It's critical that you understand exactly what will happen after you become incapacitated or when you die, to ensure that the people you love don't end up cleaning up an estate planning nightmare while also grieving your passing.