By Teresa J. Rhyne, Esq. Have your legal documents kept up with your life changes? – A general rule for how often you should ...

Dear Savvy Senior, What kinds of legal documents do I need to help my family take care of me in my elder years? I would like to get my affairs in order but could use some help. Approaching 80 Dear ...

If you don’t have a real estate marketing plan ... You don’t want to slap a logo and a contact form on a website to get leads. Nobody is going to fill out a form and get nothing in return.

Amidst these pressures, personal estate planning often takes a backseat, which can lead to missed opportunities for minimizing tax exposure and cementing a founder's legacy. In this article ...

Old versions of these forms are almost never modified. Other estate planning forms such as wills or revocable trusts are typically modified when there are changes in net worth, the law (mainly the ...

Estate planning doesn’t just revolve around signing a will and filing it away anymore. You need to ensure your wishes are carried out without unnecessary stress or confusion for your loved ones.

It also serves to divide income among generations and assist in estate planning. It is a type of ... A family LLC is typically costly to form and maintain and requires a legal counsel who has ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

The binder includes physical copies of important documents, directives for next of kin and information on various accounts, passwords and assets—all the paper makings of an estate plan.

Those rules also force testators to preserve reliable evidence of their estate plan, which becomes useful ... estate assets in largely the same form as they existed when Michael died.

Estate and succession planning is now a priority for a lot of ... Income arising from these assets should be spelt out either in the form of a family settlement or in the individual family members ...