It’s fair to say that estate planning has never been truly popular. Research shows that, in 2024, less than one-third of Americans report having a will.[1] And even fewer people are creating estate plans today than in years past. However, the trust is that every adult—whether they are 19 or 99—really should have a will at […]
Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: First, who will get your stuff when you die; and Second, how do you want those individuals or charities to receive their inheritance? Ways to Give Away Your Money and […]
Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave your family an even longer-lasting inheritance by doing these seven things, even if you don’t have a lot of money. Make a Plan Often, people who do not have a lot of money think that it […]
Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of trust funding as soon as you can. But what exactly is funding? A common way […]
