Found 3 Articles.
In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]
You might be surprised to learn that many estate planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]
Estate taxes are far from the biggest expense for most estates. If the 2001 tax law is allowed to take full effect, in 2010 estate taxes won’t be an expense for anyone. Yet, estate planning is critical for estates of all sizes, because other expenses can take a big bite of every estate. The largest […]