Digital Legacy: A Comprehensive Guide

September 14, 2024

Essential Estate Planning Tips for Married Couples Without Kids

Learn the crucial estate planning steps for couples without kids. Ensure your legacy is protected and your estate is managed according to your wishes.
September 13, 2024

Should You Consider a Lasting Power of Attorney? Registrations Are at Record Highs

Discover why lasting power of attorney registrations are rising and why it may be time to get yours in place. Explore the benefits and how to safeguard your future.
September 12, 2024

Hilton Estate Tax Challenge: Real $1.2 Estate Taxes and Digital Assets

Learn about the $1.2 billion tax challenge facing the Hilton estate. Discover strategies to manage estate taxes, digital inheritance, and high-value real estate effectively.
September 11, 2024

Estate Tax Changes and Will County Real Estate Taxes: Essential Insights for Your Estate Plan

Learn how estate tax changes and Will County real estate taxes impact your estate plan. Get expert advice on managing your assets and protecting your legacy.
September 10, 2024

What Happens When You Die Without a Will? Avoid Family Feuds with Proper Estate Planning

How can you prevent a family feud when you die without a will? Discover the impact of intestacy and ways to protect your loved ones through proper estate planning.
September 09, 2024

Portability Election in Estate Planning: Key Tips for Financial Advisors

How can financial advisors use the portability election in estate planning? Learn essential tips on maximizing estate tax exemptions and protecting assets.
September 08, 2024

How to Notify Credit Card Companies After a Death | Protect the Estate

Learn how to notify credit card companies of a death and protect against fraud. Follow our guide to secure the credit report of a deceased loved one.
September 07, 2024

How Long to Keep Tax Returns After Death | Important Guidelines

Learn how long to keep tax returns and other essential documents after the death of a loved one. Discover helpful estate planning tips and ensure compliance with IRS guidelines.
September 06, 2024

How Long Should You Keep Mortgage Loan Statements After a Death?

Learn how long to keep mortgage loan statements after a loved one’s passing and how to efficiently handle essential estate planning documents.
September 05, 2024

How Long Should You Keep Medical Bills After Death? Essential Guide

Wondering how long to keep medical bills after death? Learn the key guidelines for storing medical records, ensuring compliance, and securing digital estate planning documents.
September 04, 2024

Ethical Wills in Estate Planning: How They Enhance Your Legacy

How do ethical wills add value to estate planning? Discover how ethical wills pass on your values and beliefs alongside traditional estate planning documents.
September 03, 2024

Presidential Estate Planning: Lessons from US Leaders' Legacies

Learn valuable estate planning lessons from former US presidents like George Washington and Abraham Lincoln, and avoid common mistakes they made.