Month: March 2019

There are two main types of strategies when it comes to estate planning and ensuring as much money gets from you to your beneficiaries as possible. The first strategy is to make accounts that are as tax-sheltered as possible so the transfer from you to the recipient...

Even at their most basic, a last will and testament is a complicated document. Every last detail needs to be specific and inarguable. That’s almost impossible to do, no matter how diligent the people involved are in ironing out the details. Whether you’re the executor...