How to Incorporate Gifting into Estate Planning
The Internal Revenue Service (IRS) has its hand out for tax dollars associated with your generosity. However, there are tax-smart loopholes.
Estate planning sign on a wooden pier with tall buildings in the background
Why You Need an Estate Planning Attorney
Handling legal documents without expert guidance can lead to costly mistakes, overlooked details and unintended consequences.
Talking with the Kids about Finances
Honest conversations about money build trust and prepare the next generation for future responsibility, especially when tied to a long-term estate plan.
BENEFICIARY
Does a Will Take Precedence over Beneficiary Designations?
Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.
What Does an Executor Do?
This expert guide presents 11 proven methods to handle estate settlement properly with support from professional advice and tested practices.
Seven Ways to Include a Charity in Your Estate Plan
Charitable giving through your estate plan allows you to leave a lasting legacy, support causes you care about and create potential tax benefits for your heirs.
Should You Worry About Death Tax Liabilities?
The biggest difference between the inheritance and estate tax is who pays.
What to Do After Spouse Dies
Losing a spouse is an emotional and overwhelming experience. However, taking the right legal and financial steps can help ensure stability during a difficult time.
The Anticipated ‘Great Wealth Transfer’ and Estate Planning
You don’t need a hefty bank balance or massive estate in order to need a will and estate plan.
Removing a Trustee Due to Incapacity
A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and beneficiaries.