Life insurance can be a powerful estate planning tool for nontaxable estates
For years, life insurance has played a critical role in [...]
What are the pros and cons of custodial accounts for minors?
Setting up an investment account for your minor child can [...]
To avoid confusion after your death, have only an original, signed will
The need for a will as a key component of [...]
How can an estate plan be kept vital after death?
When a loved one passes away, you might think that [...]
Put restrictions on your large charitable gifts for added peace of mind
If philanthropy is an important part of your legacy, consider [...]
How to address your frequent flyer miles in your estate plan
If you’re a frequent traveler, you may have accumulated hundreds [...]
Prepare for an uncertain federal gift and estate tax exemption amount with a SLAT
For 2023, the federal gift and estate tax exemption amount [...]
If your family owns a vacation home, address it carefully in your estate plan
For many people, the disposition of a family home is [...]
What should you consider when choosing a guardian?
What’s arguably the most common reason people put off estate [...]
Ease the burden of being a member of the Sandwich Generation with these action steps
If you’re currently taking care of your children and elderly [...]
