Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
The Biden Administration has announced a $2.2 trillion infrastructure bill. Here's what you need to know about this newly proposed legislation, including whose future taxes may be impacted by it.
Joseph R. Biden, Jr.'s win in the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward.
People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.