1”Estate Planning Guide and Checklist for 2024,” National Council on Aging 2“Estate Tax,” IRS 3 “Estate and Inheritance Taxes by State, 2023,” Tax Foundation * Savings are dependent on plan usage. Please see plan details for costs and coverages. The information presented in this articl...
A complete estate plan not only takes into account your belongings and property but also your relatives and loved ones. By planning ahead, you can minimize future stress on those closest and help ensure your wishes are. In this checklist, we'll outline what you should consider whenestablishing ...
An estate planning attorney can guide you through the entire process, but doing it yourself is an option for the average person. What is an estate plan? An estate plan is a collection of legal documents that lays out your intentions and expectations for two general situations: ...
An estate planning attorney can guide you through the entire process, but doing it yourself is an option for the average person. What is an estate plan? An estate plan is a collection of legal documents that lays out your intentions and expectations for two general situations: ...
This guide outlines the ins and outs of estate planning, why you need one, what's included in a comprehensive plan, and how to get started.
In this guide, we will cover: What is your estate? Writing a Will Making use of trusts Minimising Inheritance Tax Passing on Pensions An estate planning checklist It can feel daunting when having to plan your estate. For practical advice specific to your situation, contact us** to uncover th...
The following table serves as achecklistwhen it comes to planning your estate: Writing a Will Awillis a legal document that provides instructions about how an individual’s property and custody of minor children (if any) should be handled after death. The individual expresses their wishes and na...
Estate planning goes beyond drafting a will. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish.
How to Start a Business Checklist Starting a Corporation Guide Is an LLC Right for You? Starting a Sole Proprietorship Starting Business Partnerships Creating a Powerful Pitch Deck Get your free startup kit Find a niche for your real estate business When starting a real estate business, consider...
Financial Wellness in the New Year: Why Estate Planning Is Key January 7, 2025 Starting the Year Right: 5 Essential Estate Planning Resolutions December 30, 2024 Legacy Building 555 French Road New Hartford, NY 13413 Phone: (315) 793-3622 Fax: (315) 793-0076 Email: clientservices@eplaw...