The Hazards of Do-it-Yourself Estate Planning

Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although these products are convenient, using them could create serious and expensive legal problems for heirs. 

Will Electronic Wills Be the New Normal?

More and more transactions are done digitally, but estate planning has lagged behind technology. That may be changing, though. Even before the coronavirus pandemic made social distancing necessary, electronic wills were gaining legitimacy. 

Using Your 529 Savings Plan as an Estate Planning Tool

using-your-529-savings-plan-as-an-estate-planning-tool

  Were you aware that many parents use 529 savings plans as a way to let their child’s college funds grow tax-free? These plans, however, may not be just for parents, and they do not have to be used by a specific beneficiary. There are potentially huge benefits to using your 529 savings plan as

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Ways Leaving Money to a Charity Can Benefit Your Estate

ways-leaving-money-to-a-charity-can-benefit-your-estate

If a charitable cause is near to your heart, it may be likely that you will donate time and money during your lifetime. Giving while you are living also comes with the benefit of a charitable tax deduction. Although this may be what many people focus on when making donations, there are many other ways

  • Clifford M. Cohen,
  •   Estate Planning
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