Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may bring your way. Tax Planning for 2020 … [Read more...] about Tax Planning for 2020
The Questions of Estate Planning, Part 6: Why
People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 6: Why … [Read more...] about The Questions of Estate Planning, Part 6: Why
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 5: How … [Read more...] about The Questions of Estate Planning, Part 5: How
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at “undue influence.” Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
Holiday Scams and How to Avoid Becoming a Victim
The holidays are supposed to be a time of goodwill and cheer – and for most of us they are. Unfortunately, this time of year is also when scam artists start trolling for victims. Anyone can fall victim to a talented fraudster; however, the elderly are at a heightened risk of being victimized for several reasons. Not only do they tend to have more disposable income, but they are also typically more trusting and less technologically adept, making them ideal targets for scammers. To help you avoid … [Read more...] about Holiday Scams and How to Avoid Becoming a Victim
What Can I Do to Prevent a Will Contest after I am Gone?
If you have taken the time to create a Last Will and Testament, you undoubtedly did so with the hope that doing so will ensure that your estate assets will be handled according to your wishes during the administration of your estate. If someone challenges your Will, however, it could result in those wishes being ignored and the state deciding what happens to your assets. A North Andover area estate planning attorney at Legacy Care Law Firm offers some steps you can take that will help prevent a … [Read more...] about What Can I Do to Prevent a Will Contest after I am Gone?
Reasons to Update Your Estate Plan: Relocating for Retirement
Are you close to retiring? If so, and you are also contemplating a move to another state or even abroad for your retirement years, you should also take the time to update your estate plan. A North Andover estate planning attorney at Legacy Care Law Firm explains why relocating for retirement calls for a review and revision of your existing estate plan. The Importance of Updating Your Estate Plan People frequently put off creating an estate plan, in part because they fail to understand the … [Read more...] about Reasons to Update Your Estate Plan: Relocating for Retirement
The Questions of Estate Planning, Part 4: Where
People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...] about The Questions of Estate Planning, Part 4: Where
The Questions of Estate Planning, Part 3: When
People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...] about The Questions of Estate Planning, Part 3: When
